Carter Financial Group, INC.

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Financial Planning Wealth Management Carter Financial Login Schwab Client Login Contact Us (847) 713-2700 222 South Cook Street, Barrington, Illinois 60010, United States Financial Guidance with Heart, Purpose, And A Little Personality Looking for a financial advisor who puts your goals first? Our team has been helping families, professionals, and retirees build financial clarity and confidence for over 30 years. Whether you re planning retirement, funding education, or navigating life s changes, we re here to help you move forward with purpose. Get Started Today Personal Approach You work directly with experienced advisors and local teams Customized Strategies Every portfolio is built around your goals, risk tolerance, and timeline. Guidance Commitment We re here to guide you toward your destination with care. All so you can live your best life. Serving Barrington, Illinois Beyond We are proud to call Barrington home, just northwest of Chicago. Many of our clients live and work here in the Chicagoland suburbs, but our reach extends far beyond Illinois. From the Midwest to across the U.S., we help individuals and families invest with purpose, prepare for retirement, and build multigenerational wealth. Learn More About Us Investment Management Professionally managed portfolios with hands-on support. Retirement Planning Clear income strategies to help you retire, and stay retired comfortably. Financial Consulting One-time sessions for second opinions or targeted advice. Life In

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