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Our Firm-Serving Our Clients...

At Carolina Financial Partners & Associates, LLC, we work with individuals, families and business owners of all ages to help achieve their goal to build wealth and retirement income.

No matter where you are on your wealth journey, Carolina Financial Partners' team of professionals will guide your investments and insurance needs with a customized wealth management plan.

Our emphasis on finding answers and developing financial strategies for the investment* and financial concerns of our clients is designed to address some common and some not so common needs.

Our Primary Purpose

At Carolina Financial Partners, we offer individual and corporate services in:

Financial Planning*


College Planning Solutions

Retirement and Estate Planning*

Municipal and Corporate Bonds*

Tax-savings Strategies

We also offer services in:

Life Insurance (Term, Universal, Whole Life)

Fixed Annuities, Variable Annuities, Index Annuities

Long Term Care Insurance-Life Insurance

Disability Insurance

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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