Carr Financial Group
Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals. Among the services we offer:* Financial Planning * Retirement Planning * Education/College Savings Planning * Portfolio Management * Insurance Services * Estate Planning The Carr Financial Group company profile is for informational purposes only, and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results. Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site. See additional disclosures here https://carrfinancial.com/disclosures/ https://carrfinancial.com/disclosures/
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Verified contacts
11
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JR
Jill Ribbe Metzmaker
Financial Planning Coordinator · Finance & Accounting
EmailPhone - CC
Christopher Carelli
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - AL
Andrea Lucey
Financial Planning Coordinator · Finance & Accounting
EmailPhone - LL
Lori Lemieux
Administrative Assistant · Operations
EmailPhone - SL
Spencer Lyons
Partner · General Business & Management
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Carr Financial Group
7 distinct titles indexed · top 7 shown.
- 2administrative assistant
- 2financial planner
- 2financial planning coordinator
- 1intern
- 1paraplanner and operations associate
- 1partner
- 1partner, wealth advisor
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