InterCarolina Financial Services is large enough to offer all the services and products necessary to ensure financial success, but compact enough to have a strong personal relationship and complete understanding of each of our customers needs and goals. We are a member in good standing with the FINRA (www.FINRA.org), registered with the US Securities & Exchange Commission and have been a member of the Securities Investor Protection Corporation (SIPC) since our formation in 1987.
InterCarolina Financial Services performs market transactions in listed ,OTC stocks and options, Corporate, US Government, and Municipal bonds, and Mutual Funds. We have a selling agreements with the major mutual funds, quality annuity underwriters, and over 50 BEST RATED insurance companies. InterCarolina works closely with major asset management firms and several fine boutique asset managers.
Investing for your future:College, Family, Home ,and Reitrement
Understanding your short- and long-term goals
Maximizing cash flow
Making sure you are adequately and appropriately insured