has been serving clients with distinction for over 25 years
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
One of the oldest independent financial services firms in its field, Carroll, Frank & Plotkin, LLC provides financial advice through our experienced professionals, all of whom are certified in their respective fields of specialty.
Our mission is to provide impartial independent financial advice to our clients. CF&P offers access to a vast array of employee benefits services through major providers in the state. Separately, the advisors offer securities through Royal Alliance Associates, Inc., Member FINRA/SIPC.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."