Carroll Advisory Group

Photo of Carroll Advisory Group

Located in Houston, Texas

Address: 4203 Richmond Pl, Texarkana, TX 75503, United States

Phone: +1 903-793-4014

Rating: 4.9

Services

  • Online appointments
  • On-site services
  • Language assistance
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets
  • Appointment required
  • Appointments recommended

Categories

  • Investment service
  • Financial consultant
  • Financial planner
  • Stock broker

Photos

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Comments

  • Review 1 (2024-12-13 - Rating: 5)

    I am so glad I found Devin Carroll and his team!!After watching many of his videos on You Tube, it seemed as if he was honest and sincere.I then decided to pursue their services to help me with my own retirement plan.After the initial meeting, Devin entrusted us with a member of his team, Alec.Alec was great guiding us through the process.Once he emailed our personal Plan, he was quick to answer my emails.He offered ideas we hadn’t thought of.I was impressed with the willingness to create another scenario, several times!The Zoom meetings help to ease my nerves.We now have a Plan and are looking forward to retirement!!

  • Review 2 (2024-12-28 - Rating: 5)

    I spoke with Devon about compiling a retirement plan for my upcoming retirement. I then scheduled a conversation with Alec who did an excellent job explaining the process, which helped me decide that the plan was indeed what I was hoping to find. I then providing him the requested information and documentation, which took less than two hours of my time. We then had a deep dive telephone conversation for an hour to clarify some of his questions and answer some that were required after he had reviewed my information. In about 10 days I received several Excel spreadsheets with 7 different retirement scenarios and a lengthy video which explained the spreadsheets in deep detail. Myself and my wife were able to view the video as many times as needed and then scheduled another telephone conversation to clarify any of our questions. I now have a clear picture of my retirement details until age 100. I am very pleased with the information provided and feel the fee was worth every cent. Thank you Alec,

  • Review 3 (2025-01-12 - Rating: 5)

    We decided to engage the Services of Devin and Alec for Retirement Roadmap after watching/ reading some of his blogs/videos. The plan was done in a timely basis, helped deliver a picture with multiple scenarios with our end goals in mind to help determine our best strategy.They were very professional, detailed, and offered insightful engagement throughout the entire process. We consider it an outstanding value and well worth the peace of mind for the monies spent.

  • Review 4 (2024-10-30 - Rating: 5)

    I contracted with the Carroll Advisory Group in order to get some clarity on our retirement finances, when I should take SS, etc. I wholeheartedly endorse this team for this purpose! First I talked with Devon, then with Alec. I found both to be good listeners who asked excellent questions and offered good advice. And the report Alec did for me gave insightful details about what I can expect from various income sources and expenses over the next 30 +/- years.I also thoroughly enjoy Devon’s YouTube videos. That’s what led me to contact them in the first place. So, THANK YOU to the entire team at Carroll Advisory Group!

  • Review 5 (2025-01-24 - Rating: 5)

    The Big Picture Roadmap Plan is a wonderful tool to use when planning your retirement. You work with an individual. Give them your plans/ideas and they run different scenarios for you. You determine which scenarios you are likely to use and they zero in on that plan. Wonderful experience. No hard sell of other services that they offer.

  • Review 6 (2024-10-22 - Rating: 5)

    The Carroll Advisory Group did an excellent job on my retirement plan, and walking through all the details. The excel spread sheet is easy to follow and covers all aspects of the plan. Thank you Devin and Alec.

  • Review 7 (2024-12-12 - Rating: 5)

    Im 63 years old and just recently retired and I was looking for someone to help me with a game plan moving forward with structuring my investments (traditional and Roth IRAs) along with social security and medicare decisions. Of course, taxes also play a role in those decisions. I found that Carroll Advisory seemed to go beyond the standard computer program plans out there, so I decided to hire them. I could not be more pleased with the result. I worked with Alec Capel and he sent me a video of my specific situation and all of the potential implications that each decision would play. After fine tuning that plan I now have a clear path forward with all aspects of my financial life and will sleep better knowing that they have helped me with all of the moving parts that play a role in that. I would highly recommend Carroll Advisory Group for your retirement planning

  • Review 8 (2024-08-19 - Rating: 5)

    The team at Carroll Advisory Group really make you feel at home. They verified my thoughts that I could safely retire early, and put together a plan that will ensure I will be financially secure in doing so. And they are using a hybrid fee structure for me so I don’t pay more than 1%, but will go to flat when my retirement account is able to be moved. Lastly, they are truly good people. I could not recommend them more!

  • Review 9 (2024-10-30 - Rating: 5)

    Outstanding experience with Carroll Advisory, both with Devin and with Alec. They are true experts, highly ethical, discrete, and a pleasure to talk to. Excellent, practical advice. I learned something with every interaction with the firm.

  • Review 10 (2024-10-19 - Rating: 5)

    Impressed with the various U Tube Educational podcast by Mr Carroll on matters of personal financial/retirement/tax, I hired his firm to undertake comprehensive holostic projection of my personal financial matters and insights to ROTH conversion and other retirement planning. He, togather with his experienced professional staff, ensured my best interest was served and revealed me with significant valuable avenues I could apply for my advantage. I got far more than I had expected and was very pleased with the results. Carroll Advisory Group will definitively be my first source to seek in the future.

  • Review 11 (2024-05-20 - Rating: 5)

    I watched Devin on his YouTube channel and simply knew that his knowledge and expertise was where I wanted to direct my familys needs. I took the steps to engage, allowing them to build our retirement spreadsheet. This was eye opening, and exactly what my wife and I needed. A clear and accurate picture with every imaginable nuance to help us throughout our retirement.I was extremely impressed with the dedication of his team, which happened immediately. Calls were set up, volleys of emails were abundant, and they all jumped in to work on our plan. After the amazing video created of our future, I knew they would become our very first financial advisors and most likely our last. It takes a lot of faith to trust someone with your financial future, and Devin and his team at Carroll Advisory Group are definitely top notch at their craft. I surely recommend getting on board with this highly experienced group of people.

  • Review 12 (2024-05-29 - Rating: 5)

    We learned about Devin through Boomer Benefits while starting to learn about Medicare options as we approached that age. We were impressed with his knowledge and comments during the Boomer Benefits interview. Later, we found his channel on YouTube and started watching [most] of his videos. The wealth of knowledge there is immense! When we learned about his Retirement Road Map offering, we knew we HAD to have this analysis before we did something foolish (like jumping into retirement without a plan). The team he has assembled are top-notch, very personable, thorough, willing to explain complex topics and SUPER friendly. The analysis we received helped us make decisions regarding when to file for Social Security and if/when to perform Roth conversions, and how to draw-down investments without triggering larger-than-necessary tax liabilities. We had a bad experience with a financial planner early in our married life (40 years ago) and have been leery of the profession ever since. Devin Carroll and his team have given us renewed confidence, both in our plan for retirement but also in the Financial Planning profession. There are still good, honest people out there! Give them a call. You will not be disappointed! We are so glad we did. :)

  • Review 13 (2024-10-29 - Rating: 5)

    Alec was great to work with, and I received the detailed information that I needed for my retirement plan. I would not hesitate to engage with the Carroll Advisory Group for any future review of my plan.

  • Review 14 (2024-06-05 - Rating: 5)

    My wife and I hired Carroll Advisory Group to provide a financial roadmap for our retirement finances. Devin and Alec provided several scenarios for us to look at to help us predict our future cash flows. Each iteration of the plan came with a video explaining the process and the numbers. We now base plan that includes when to start SS, our pensions, Roth conversions, and a sequence to draw from retirement accounts. The investment in their service was WELL worth it.

  • Review 15 (2023-09-08 - Rating: 5)

    We are new clients with Carroll Advisory Team for ongoing investment management, financial consulting, and retirement planning. We highly recommend their services.They have been providing so much valuable information that applies to our specific needs and goals.In the past we have made some decisions regarding the investments in our retirement funds without fully understanding the pitfalls that can go along with the choices that we made.We knew that it was time to find a financial advisor who could explain things in the way that we could clearly understand our choices. We interviewed a variety of people who we felt would explain our options clearly.The fact that Devin and his team have a simple fee structure and do not receive sales commissions gives us confidence that they always have our best interest in mind when making their recommendations.It was so impressive when Devin explained retirement planning fee structures, especially hidden fees and what impact they would have on our portfolio.Devin and his team have gone above and beyond what we would have imagined. We are impressed with the level of detail that goes into designing our own personalized Roadmap.We have so much more clarity now and are grateful for the team. Things that were confusing to us in the past are now making much more sense. This helps us to feel that we are making well informed decisions.We appreciate the team’s ability to understand the unique issues retirees face. This brings us peace of mind that we are not missing something that we might not think of on our own.Thank you Devin and team for the exceptional service. 🎉🎁

  • Review 16 (2024-03-26 - Rating: 5)

    I happened to be looking for some guidance on how to navigate the waters concerning our investments and how Social Security would play a role as I approach retirement. I literally stumbled onto Devin Carroll’s information on YouTube. I watched several of them and decided to set up an appointment approximately a year and a half ago. What a relief-he and Alexander Davis gave me and my wife a living document on how to do this. We are so glad we have partnered with them.

  • Review 17 (2024-07-24 - Rating: 5)

    I want to express my sincere appreciation for my recent interactions with Devin Carroll, Founder, and his trusted associate, Alec Capel, Financial Planner/Advisor of Carroll Advisory Group (CAG).Working closely with both gentlemen, we developed a systematic approach towards achieving my core objectives, specifically reducing income tax in retirement coupled with converting a portion of my deferred income into a Roth account.I particularly valued my collaboration with Alec, who invested the time to thoroughly understand my goals and objectives of my financial details through an open exchange of facts and concepts. His in-depth analysis and expertise led to the creation of a comprehensive plan, presented with supporting written reports along with a detailed video explanation. The video was especially essential, as it clearly outlined the plans financial logic and justifications, which make it easier for me to explain our forward approaches to my spouse.Im grateful for the exceptional service and depth of expertise provided by the CAG team, and extend my special thanks to Alec Capel for making complex financial concepts easily understandable.David

  • Review 18 (2024-05-31 - Rating: 5)

    If you are looking for great retirement advice, look no further! We have owned an operated our small business for 20 years and are ready to start thinking about retirement. Alec did a wonderful job of sifting through our financials and giving us a clear picture of what to expect. We are so glad we found the Carroll Group and would recommend them to all who are looking for a reliable picture of this next step in life!

  • Review 19 (2022-01-27 - Rating: 5)

    I have been watching Devins videos about Social Security for a couple of years. Prior to retiring I did a lot of personal research to determine the best SS filing strategy for my wife and me. Devins video have served as a valuable confirmation that the decisions I made were the correct ones. His videos (free help) are easy to understand, and non political. I still watch them and learn something new on a regular basis. I cannot comment on his newly started personal advisory group, but if I was in a position to need individual planning advice on SS, I would not hesitate to work with them.

  • Review 20 (2023-01-05 - Rating: 5)

    I had the pleasure of meeting with Devin Carroll today to discuss SSA options. Devin was wonderful and answered questions specifically to our personal situation (retired military with VA disability). If you think his YouTube videos are great, a personal consultation is even better. He is the real deal and I appreciate his insights.

  • Review 21 (2022-01-27 - Rating: 5)

    By chance, I received an email inviting me to watch a broadcast from Devin. It captured my attention because of the Social Security subject. This was one of the best decisions I have ever made. Devin makes excellent video related to social security. He explains what he will cover and then drills into the specifics. It is a place where you can obtain 100% free information on a broad range of social security topics. It’s best to know things to consider before you and your family make an irrevocable decision which based on little or no information. Certainly Devin offers professional Financial management as a fee for service but this is not one of those instances. Remember Social Security is important but it doesn’t need to be the sole source of income in retirement. Try his free videos and then you will realize he can offer much much more!

  • Review 22 (2023-10-22 - Rating: 5)

    Devin and his team provided a clear understanding of the retirement plan customized especially for us. Alec was very responsive and provided plenty of opportunity for feedback. The biggest plus is the confidence we have in the plan as we near retirement. Highly recommended!

  • Review 23 (2022-01-27 - Rating: 5)

    I have been following Devin since 2017, from his early podcast days with John Ross. His advice is genuine and spot on. A true expert in weaving through the the Social Security web of confusion. His knowledge made my retirement planning and choices so much easier as I was making decisions with factual information. I continue to follow him, and am rewarded every time. I’ve recommended him to many of my friends. Thanks, Devin.

  • Review 24 (2022-01-30 - Rating: 5)

    As a follower of Devin Carrolls YouTube Channel, we took advantage of his invitation to speak, free of charge, to someone from his team for a free 15 minute consultation regarding the timing of filing for our social security benefits. My wife and I were waiting for the call when at the exact appointed time Devin himself called us! Our free 15 minute chat turned into a 50 minute in-depth discussion, which answered all of our questions. And, still, all for free!. While we offered to compensate him for his additional time, Devin said it was not necessary. He was most generous sharing with us his time and expertise. He is just as easy to speak with in person as he appears on his videos. Devin is clearly a thought leader in a field that can be so confusing, social security, where one simple error can cause a lifetime of lost income. My wife and I would most heartily recommend Devin and his team to anyone at or near retirement age when it comes to social security.

  • Review 25 (2022-02-27 - Rating: 5)

    Understanding Social Security benefit decisions has become most important to my retirement financial goals. Devin provides exceptional content in simple, easy to understand formats. His videos, Social Security Basics book makes the complex rules easier to understand and my go to resource for all Social Security questions.

  • Review 26 (2022-01-30 - Rating: 5)

    Devin and his team are a wealth of information when it comes to understanding the complex rules of social security. I have learned so much by subscribing to his channel. He communicates in a clear concise manner for everyone to understand. I will be filing for SS next year and plan to use his team/services. Thank you Devine, I find your channel extremely informative. You have educated me on what direction is best for me. Get resource and a wealth of information. I have recommended your site to many friends and family.

  • Review 27 (2022-02-02 - Rating: 5)

    Devin provides exceptional content in easy to understand formats. In my personal situation, Devins book (2020 edition), and his YouTube Channel videos, have provided me with the necessary information to successfully navigate through my Social Security benefit decisions: determining benefit scenarios (pros and cons), determining spousal benefit options, taxation impacts, earnings impacts, etc., and benefit application timing. Devin makes the general decision making easy to navigate. For more complicated situations, I would highly recommend individually consulting with Devin and his team. Great stuff, Devin!!!!

  • Review 28 (2021-10-10 - Rating: 5)

    Devin Carroll and his Advisory Group provide personalized and caring financial service. He takes the time to get to know his clients along with their needs and goals and works diligently to build portfolios that consistently perform well. He was so helpful prior to retirement especially dealing with questions concerning Social Security options. Devin is a man of integrity!

  • Review 29 (2022-09-24 - Rating: 5)

    I love Devins emails and his YouTube Channel and was intrigued when I learned he could help me evaluate my situation with regard to Social Security. Devin is just as smart, kind and knowledgeable in person as he in online. I learned a lot and truly appreciate the time he spent with me. I highly recommend giving them a call.

  • Review 30 (2023-09-05 - Rating: 5)

    I have been planning retirement for a while and became acquainted with Devin Carroll through his you tube videos on social security. His calm and thorough explanations concerning Spousal and Survivor benefits are THE BEST!!!As part of the decision process concerning retirement i developed a plan as to how my income needs would be addressed. It has included numerous discussions with retirement coaches and CFPs. There was no need to discuss it any further and then i attended a webinar hosted by devin. Although i am confident in my plan he offered to give me 30-45 minutes of his time to discuss it. Only because of my faith in his character and confidence in his abilities did i agree to a meeting. He was not pushy, he discussed various topics and then told me he wouldnt be able to help me. He wasnt just some pushy salesman looking for a buck, he was a professional who was looking out for my interests. When he saw he couldnt help me he said CONGRATULATIONS and wished me the best if luck. Thank you Devin !!!Sincerely,Bob Ackerman

  • Review 31 (2022-01-29 - Rating: 5)

    Navigating and understanding Social Security isnt always easy, so I have appreciated very, very much Devins expertise with helpful videos and articles. He stays up to date on what is happening, and is generous in sharing his knowledge. Thank you Devin!

  • Review 32 (2022-01-27 - Rating: 5)

    Devin has one of the best You Tube Videos that I have watched with true and informative information about your Social Security that can be found. He also keeps a eye on whats new daily and makes a new video to let everyone know about the Information. Love his You Tube Channel.

  • Review 33 (2022-01-27 - Rating: 5)

    I have been following Devin since well before I retired and still look forward to his next youtube video. Although I have never met Devin, I feel like were already friends. Devin is extremely informative but gives the information concisely in easily digested packages that anyone can understand. The information he gives is intended for a broad audience and not just the wealthy. He is very careful in his presentations and gives facts and often backs them up with quotes from the tax code or new legislation. When he gives conjecture or his opinion he is very careful to state that. I am very happy I discovered Devins youtube channel and I have definitely benefited from the information I have gleaned from listening to him. Whether Devin financially benefits from youtube or not, what he does is certainly a public service and is very helpful to my family.

  • Review 34 (2021-11-16 - Rating: 5)

    Devin is professional and is on top of all Social Security topics. The content that he shares is presented in a very easy to understand format. I have been following him for almost 2 years now and I have found him to be informative and very friendly.

  • Review 35 (2022-01-27 - Rating: 5)

    I have been listening to Devin Carroll’s You Tubes and podcasts for at least a year. He is very knowledgeable regarding social security issues and breaks it down into easily understandable steps including visual charts and examples. He is honest and down to earth in his style and approach in explaining SS items. He is not afraid to say when he is wrong about something or needs more information to give an appropriate answer.

  • Review 36 (2022-01-31 - Rating: 5)

    Ive been watching Devin Carroll for several months now. Hes the best for anything to do with Social Security. I can find the answers elsewhere, but he breaks things down so theyre easier to understand. Whenever I have a question, I can always find a video on his YouTube channel that helps me. Thanks Devin!

  • Review 37 (2021-06-17 - Rating: 5)

    Being well versed in areas such as Social Security, financial planning, estate planning, stocks, bonds and other income ventures, Devin takes his time to make sure you not only feel comfortable with options given, but that you understand reasoning behind the choice. Devin takes your ever changing information and customizes according to what will benefit you the most !!

  • Review 38 (2022-01-07 - Rating: 5)

    Devin Carroll is very knowledgable and yet able to share his info with anyone. He has helped me out with understanding many different concepts of our financial situations in the US. I have been able to adjust my own scenarios.Mr. Carroll is a real asset to our country and is a top financial advisor in my opinion. Great man with great info.

  • Review 39 (2022-01-27 - Rating: 5)

    Great guy, I have watched Devon’s videos since 2019 and also have his books on Social Security, and I have used many of the ideas in my own retirement journey. You just can’t find a better place to go for your retirement, Social Security questions to be answered! Thanks Devon, can’t wait to see the next video !!

  • Review 40 (2022-01-28 - Rating: 4)

    Devin’s videos are an excellent resource for Social Security information. His ability to present the big picture for retirement planning while making it simple enough for a normal person to understand.

  • Review 41 (2022-01-27 - Rating: 5)

    Ive followed Devin Carroll for some time now. His work on communicating the ins and out of all things Social Security is some of the best out there. He is clear and concise in his presentation style and has a knack for cutting through all of the noise out there.

  • Review 42 (2017-08-23 - Rating: 5)

    In addition to being one of the top experts on Social Security benefits, Devin is an established financial advisor equipped to advise on all things personal finance. If you’re looking for transparent investment and financial advice delivered in thoughtful and easy going manner, Devin is the right advisor for you.

  • Review 43 (2022-01-28 - Rating: 5)

    Devin is well informed about all aspects of SS Benefits and various other financial services. He explains complicated situations in laymans terms.Im comfortable with Devin and his group.

  • Review 44 (2024-04-25 - Rating: 5)

    Devin is a top notch professional - his talks on YouTube and media are direct, honest and clear - and, in consultations and interactions i find he is crystal clear in his skillset, expertise, costs and ESPECIALLY professional when there are areas or scopes of work that are NOT within his domain -- we are in the retirement phase of our lives and worked with TONS of various financial advisors and would recommend the style, scope and service of Carroll Advisory very highly to anyone looking in whatever phase of their financial life they are in... VERY impressed !

  • Review 45 (2024-06-20 - Rating: 5)

    We were looking for reassurance that we are on the right path and that is what we got! Our plan and advice we received are very thorough and detailed, answering questions we did not even know we had. I would highly recommend this firm to help with your financial needs.

  • Review 46 (2022-01-29 - Rating: 5)

    You have come to the right place if you are seeking expert financial & social security type advice. Devin & his team are by far, the most professional and knowledgeable experts in their field. I recommend them to anyone who needs an honest overview of their financial situation. Devin is the one for you.

  • Review 47 (2022-01-27 - Rating: 5)

    Devin Carroll is THE go to expert on all things Social Security related. He has an extensive library of content out there to answer most any question pertaining to the SS system. Keep up the good work Mr Carroll.

  • Review 48 (2022-01-27 - Rating: 5)

    Devins channel is an indispensable resource when it comes to figuring out the federal Social Security labyrinth. I have subscribed to his channel for several years, and his thoughts an SS are always concise, on-point and eminently useful.-Dave in NH

  • Review 49 (2022-01-27 - Rating: 5)

    Devin and his advisory group are caring and professional. They truly understand the social security system and it’s nuances and how it fits into your complete financial situation and plan. They stay up to date to the latest changes.

  • Review 50 (2022-09-21 - Rating: 5)

    Wow! I just had a phone consultation with Devin Carroll and he was amazing. He helped me to sift through a fairly complex financial situation and he put things into easy to understand, bite-sized pieces. He was thoughtful, helpful, and incredibly kind. If I could award more stars I would!

  • Review 51 (2022-01-20 - Rating: 5)

    I scheduled a meeting with a Carroll Team Member today and lo and behold the Carroll Team Member that called me was Devin Carroll, himself. This free 15 minute introductory call that was scheduled to run for 15 minutes ended up running for approx. 30 minutes!! Suffice to say, he was very informative, professional, patient and chock full of knowledge/value!! So much so that I plan to become a client of his at Carroll Advisory Group.

  • Review 52 (2022-01-27 - Rating: 5)

    I found Devin when searching questions about WEP and GPO his answers were very concise and easy to understand. My understanding about SSA is I have more of an understanding then I did over a year ago. I have told my former co-workers about his YouTube page and they tell me thanks.

  • Review 53 (2017-08-17 - Rating: 5)

    Devin is extremely knowledgeable about all things financial planning. He is a go to expert for social security and retirement planning strategies. He takes his time explaining complicated topics in a straightforward and easy to understand manner!

  • Review 54 (2022-01-27 - Rating: 5)

    Devin and his team are priceless when it comes to sorting through the many options to answer your questions re: making the right decisions with filing for Social Security. Make sure you contact them before you begin the process. Youll be very glad you did.

  • Review 55 (2023-03-03 - Rating: 5)

    Devin is a world of knowledge and he gives it away! Very patient and caring, he wants what is best for his clients. I have learned much from him and would trust him with my nestegg.

  • Review 56 (2022-01-28 - Rating: 5)

    Devin is the preeminent authority on all things Social Security. He is able to cut through the noise and provide the most accurate information. Most of all, he is a humble professional.

  • Review 57 (2021-10-29 - Rating: 5)

    Devin is so much more than a Social Security Expert- As a financial planner he provides a comprehensive financial retirement advisory service with compassion and understanding of an individual’s unique circumstances - his caring is evident in every video he posts online - thanks Devin

  • Review 58 (2022-01-27 - Rating: 5)

    Devins videos on the Social Security process has been an eye opener. He explains things in a way that is easily understood by someone new to how Social Security works. Thank you, Devin. Keep the videos streaming.

  • Review 59 (2021-10-29 - Rating: 5)

    Devin stands out as the outstanding financial advisor and Social Security expert online today. Presentation is clear, to the point, and respectful of the viewers time, i.e. to the point. One of my favorites.

  • Review 60 (2017-03-23 - Rating: 5)

    Very knowledgeable financial advisor. If you are looking for top quality advice, transparent fee structure and knowledge outside just the financial industry into things like Social Security, Teacher Retirement and estate planning, Devin is your guy.

  • Review 61 (2024-03-26 - Rating: 5)

    Recently switched to Devin and team and couldn’t be happier. I highly recommend them for anyone wanting a detailed plan and working with some genuinely good people.

  • Review 62 (2022-01-27 - Rating: 5)

    Great social security and retirement content online with the personal available to help you in person if need be. Anyone that is nearing retirement needs to know the rules that you will have to follow beforehand as not following then can and will cost you more than are willing to pay and the online content will help you learn what you need to know beforehand.

  • Review 63 (2024-04-05 - Rating: 5)

    I have enjoyed over 5 years of excellence in all areas of financial management with this team. Rarely do you find this kind of professionalism combined with such personal attention!

  • Review 64 (2022-10-12 - Rating: 5)

    I had the pleasure to talk with Devin Carroll today and he was extremely helpful to me. He is very knowledgeable about various financial situations. Thank you so much Devin.

  • Review 65 (2021-06-16 - Rating: 5)

    I’ve visited with Devin on several occasions. He is a fantastic guy with a wealth of knowledge and understanding. I highly recommend the services of the Carroll Advisory Group to anyone.

  • Review 66 (2022-01-01 - Rating: 5)

    Devin and his team have the unique ability of covering the big picture of planning for retirement income, while distilling it down into an easy to understand format.

  • Review 67 (2024-07-10 - Rating: 5)

    I had a wonderful experience with the Carroll Advisory Group. I will be telling my friends and family about this wonderful group.

  • Review 68 (2022-01-27 - Rating: 5)

    Devins concise explanation of how to navigate and understand the social security system was just the information I needed when I was looking at filling for social security in order to get the maximum amount I had coming to me.

  • Review 69 (2022-01-27 - Rating: 5)

    Simply the best resource you will find anywhere. YouTube videos are excellent! Devin explains many retirement scenarios in easy to understand terms.

  • Review 70 (2022-01-28 - Rating: 5)

    A great resource for Social Security information & the detailed changes as they are released. His videos & consultation have been most helpful.

  • Review 71 (2022-01-27 - Rating: 5)

    Devin puts his information in language that is understandable. He makes the road to retirement not as fearful.

  • Review 72 (2018-01-03 - Rating: 5)

    Devin is a phenomenal advisor and understands Social Security regulations better than anybody.

  • Review 73 (2023-04-27 - Rating: 5)

    Very impressed by the honesty of the Carrol Advisory Group. You can use them with the confidence, that your bottom line is their priority!

  • Review 74 (2021-06-17 - Rating: 5)

    I highly recommend Devin and his team for their expertise, transparency, and easy to understand approach. Very personable and professional!

  • Review 75 (2022-01-27 - Rating: 5)

    Honest, trusted, and reliable. What more can one say. A rare resource this day and time. Keep up the excellent work Devin.

  • Review 76 (2021-06-18 - Rating: 5)

    Devin is a great advisor that always puts my interests first.

  • Review 77 (2022-05-11 - Rating: 5)

    Wonderful group. Very knowledgeable and friendly. So comfortable to talk with. Is so good at explaining everything. Would recommend to everyone

  • Review 78 (2022-01-27 - Rating: 5)

    Devyn and his staff are awesome ! Informative, knowledgeable and professional. So glad I found them!!

  • Review 79 (2022-01-28 - Rating: 5)

    He is making sure that people get everything they worked for all their life for from Social Security

  • Review 80 (2022-01-27 - Rating: 5)

    I’m getting ready to retire,video’s have been a great help. Explained in words I can understand.

  • Review 81 (2022-01-27 - Rating: 5)

    Great up to date information. I like the information because it is backed up with data and downloads. My goto source for SS information.

  • Review 82 (2023-03-16 - Rating: 5)

    Devin was extremely helpful and was very polite and professional and a great listener 😊👍

  • Review 83 (2022-01-27 - Rating: 5)

    All important information to help you understand the world of Social Security.

  • Review 84 (2022-01-29 - Rating: 5)

    Informative with clear, understandable breakdown of complex Social Security rules and regulations.

  • Review 85 (2021-10-15 - Rating: 5)

    A great asset to those inquiring about social security. A wonderful person.

  • Review 86 (2022-01-28 - Rating: 5)

    There is always great information that is provided that is for our benefit. Someone is looking out for us!!

  • Review 87 (2022-01-27 - Rating: 5)

    Professional, accurate information. Very useful when considering retirement.

  • Review 88 (2022-01-31 - Rating: 5)

    If you want the latest information about SS this is the YT channel to watch.

  • Review 89 (2022-01-27 - Rating: 5)

    Professional, concise, informative, very helpful, much appreciated.

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