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Charles Carroll Financial Partners, LLC is a Registered Investment Advisor firm located in Plymouth, Massachusetts and Annandale, Virginia. Charles Carroll Financial Partners and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Massachusetts and Virginia Registered Investment Advisors. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of various state de-minimis exemptions. Charles Carroll Financial Partners’ web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Charles Carroll Financial Partners web site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
Charles Carroll Financial Partners does not render or offer to render personalized investment advice or financial planning advice through the firm’s website. Charles Carroll Financial Partners’ services are provided only upon the commencement and within the context of contractual agreements with each client. Any subsequent, direct communication by Charles Carroll Financial Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Charles Carroll Financial Partners uses reasonable efforts to obtain information from sources which it believes to be reliable; however, Charles Carroll Financial Partners makes no representation that the information or opinions contained on its website are accurate, reliable or complete. The information and opinions contained in the Charles Carroll Financial Partners’ website are provided by Charles Carroll Financial Partners, for personal use and informational purposes only and are subject to change without notice.
The Charles Carroll Financial Partners Advisors web site contains live 'links' to other Internet addresses. These links include information developed, published, maintained, or otherwise posted by entities entirely separate from and unrelated to Charles Carroll Financial Partners. Charles Carroll Financial Partners does not sanction, approve, control, attest to the veracity of, or endorse these external Internet addresses. It neither warranties nor assumes responsibility for the truthfulness, fullness, value, or timeliness, of content found at these sites. Use of any information obtained from these independent locations is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Charles Carroll Financial Partners.