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Our Services

Carr Wealth Management, LLC, is an independent, fiduciary, fee-only registered investment advisory firm with no obligations or incentive-based agreements with any company selling proprietary products. The founder,Anthony B. Carr,low  low costs: a high-level of knowledge; a  CPA, CFP®, MBA, has dedicated his career to helping people pursue their financial goals by providing a value-added service with low-cost investment and planning services.

Investment Management 

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Inflation Protected Securities

 

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Financial Planning

Retirement Planning

Social Security Planning

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Plans

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