Our Firm

About Carter Investment Services, LLC

Carter Investment Services is a financial consulting firm dedicated to helping clients work towards  building wealth and protecting their hard-earned assets.  The firm is completely independent, so all loyalty belongs exclusively to clients -- not to a parent company. 

Mike has extensive personal and professional experience and is licensed to sell a variety of retirement, tax and insurance products.

One of the benefits of working with Mike, is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a road-map to working toward a more secure financial future.

Carter Investment Services is fully committed to:

  • Listening to clients and helping them understand their options
  • Helping clients achieve their financial goals through careful, thoughtful and prudent strategies and participating in the management of your finances.
  • Providing highly-personalized service and developing lasting relationships with clients.
  • Creating and Preserving Wealth 
  • Enabling clients to be Tax Efficient
  • Assisting clients in becoming Debt-Free. 

Manage assets with the utmost professionalism and provide unbiased financial strategies.  Whether it's retirement strategies, college strategies, insurance or just planning your future, Carter Investment Services is here to help you achieve your financial goals.

Why Carter Investment Services

  • Hands on Management
  • Case by Case Discussion
  • Debt Management Planning
  • Unbiased Solutions
  • Passion for Helping People and Institutions

Committed to maintaining the highest standards of integrity and professionalism in our relationship with you, the client. Endeavoring to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals.

Mike is looking forward to using his knowledge to help you pursue your financial goals!!