For many people, the word “investing” conjures up images of men in suits, monitoring the exchange of millions of dollars on a stock ticker. Carricks are here to tell you: You don’t need to be the Wolf of Wall Street to start investing. Many people typically have different investment goals so depending on what you want to achieve, we can tailor separate investor profiles to match each goal. That said when investing we typically will look at four things with you: duration, returns, liquidity and risk. Not just anyone can call themselves a financial advisor. We have met required standards and correctly licensed to ensure we always put your interests first.
Borrowing money can feel like a stressful process, however, is often a fact of adult life. Almost everyone needs to take out a loan at some point and options are many and varied nowadays. Maybe it's for a new home. Maybe it's for college tuition. Maybe it's to start a business. Whatever the reason, with years of combined experience at Carricks, we are able to understand where you are at and assist you in making the right decisions. We may even suggest areas you have not considered. We can help you with the full start to finish process, working on your behalf with the lenders, working towards the best rates and outcomes for your personal scenario.