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Paul Carr

AIF®
Carr Financial
Lansing, MI
Paul J Carr - Accredited Investment Fiduciary® -- Guiding the Financial Health of Michigan Professionals

Meet Paul

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Introduction - Paul Carr
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Process - Paul Carr
Video Transcripts

Not Your Typical Financial Guy In A Suit!

Carr Financial helps individuals, families, and business owners who want to manage their wealth through customized financial planning, investment consulting and values-based estate planning. We are committed to helping our clients improve their long-term financial success.

We understand that before entrusting your financial affairs to a financial professional, you want to be sure that the company you choose has the experience, integrity…

Not Your Typical Financial Guy In A Suit!

Carr Financial helps individuals, families, and business owners who want to manage their wealth through customized financial planning, investment consulting and values-based estate planning. We are committed to helping our clients improve their long-term financial success.

We understand that before entrusting your financial affairs to a financial professional, you want to be sure that the company you choose has the experience, integrity and commitment to provide the personal service that you deserve. At Carr Financial everything we do is based on providing you with individual service and meeting your specific objectives. Because we know that accumulating and managing your assets can be complicated, we simplify the process for you.

Our first consultation is provided at no charge with no obligation on your part. We are confident you will have a unique experience and will want to come aboard as a new client.

Paul J Carr AIF®
Carr Financial
4614 Grandwoods Dr
Lansing MI 48917

(866) 279-8091 Office

Website: www.carrfin.com

Securities offered through Sigma Financial Corporation. Member FINRA & SIPC
Carr Financial is independent of Sigma Financial Corporation


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families
Other professions

Fee structure

Commission-based
Fee & Commission
Hourly
Other

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Education

Bachelors