Carr & Associates

Our wealth management team offers a full range of services, from recommending individual investments to developing a comprehensive retirement plan. We take a conservative approach to investing, allocating your investments, and designing a personalized portfolio that suits your goals. We typically recommend growth and income portfolios and divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term. As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate. We will also address your insurance, tax planning, estate planning issues, and retirement planning needs.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Woodmen of the World Insurance, based in Bristol, VA, is a company that provides insurance products and financial services to individuals and families. With a focus on protecting and securing the financial well-being of its clients, Woodmen of the World Insurance offers a range of insurance options tailored to meet various needs and circumstances. Generated from their business information