Carroll, Frank & Plotkin, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available. For each of our clients we strive to help create financial stability and to help provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.