Teresa Carroll, Financial Advisor located in Bolivia, NC

Financial Advisor
Teresa A Carroll

CFP®, AAMS®, CRPC™
2831 Midway Rd SE Ste 112, Bolivia, NC 28422opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Teachers and Professors
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Reading
  • Walking
  • Animal Rescue
  • Pets

Team Members

  • Liz Bjornstad
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(910) 945-0961

Fax

(877) 817-8912

Office Address

2831 Midway Rd SE Ste 112
Bolivia, NC 28422opens in a new window

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