Carroll Frank & Plotkin LLC

Carroll, Frank & Plotkin, LLC is an independent investment advisory firm based in Pikesville, Maryland, with over 30 years of experience. The firm offers personalized financial planning and portfolio advisory services to individuals and trusts. Their investment services include non-commissionable advisory accounts where advisors assist clients in selecting suitable mutual funds, stocks, and bonds based on individual goals, as well as connecting clients with third-party investment management programs. Their comprehensive financial planning covers tax and cash flow planning, investment strategies, retirement planning, insurance analysis, estate planning, and education funding. The firm collaborates with Osaic Wealth, Inc. and Pershing LLC for brokerage and custodial services.