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Carter Financial Management

(214) 363-4200
Merit Tower, Dallas, Texas, 75251

Business hours

Monday 8:30am to 5:30pm
Tuesday 8:30am to 5:30pm
Wednesday 8:30am to 5:30pm
Thursday 8:30am to 5:30pm
Friday 8:30am to 5:30pm
Saturday -
Sunday -

About us

Carter Financial Management has been dedicated to serving financial planning clients for over 40 years. Collectively, the team has consistently been named to D Magazine’s “Top Wealth Managers in Dallas”. Individually, nine of the firm’s planners have made the magazine’s “Best Financial Planners in Dallas” list at least once, and many have consecutive appearances.

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