What departments does Carter Financial Group have?

Carter Financial Group has employees across 2 departments including Customer Success, Finance.

What is the largest department at Carter Financial Group?

The largest department at Carter Financial Group is Customer Success with 1 employees.

Where are Carter Financial Group employees located globally?

Carter Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Carter Financial Group's team size changed over time?

Carter Financial Group's team has decreased from approximately 2 to 1 employees based on available data.

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Carter Financial Group Employee Directory

InsuranceIllinois, United States2-10 Employees

Carter Financial Group operates in the insurance industry, offering products and services related to risk protection. The company is listed as based in Barrington, Illinois, though another description places it at a Littleton, Colorado location, highlighting a discrepancy in its stated address.

The information characterizes the firm as small in scale. The provided data do not specify the company’s target customers or the specific insurance solutions it provides. There is no detail on founding date, client segments, or strategic positioning beyond the basic industry designation.

Carter Financial Group Global Highlights

North America
12

United States Of America
12

Carter Financial Group's Leadership

M. C.
Vice President
Mobile Phone
Email
H. M.
Client Service Associate
Mobile Phone
Email
P. M.
Customer Service Coordinator
Mobile Phone
Email
S. H.
Financial Plans Coordinator
Mobile Phone
Email
J. Y.
Sales Assistant / Paraplanner
Mobile Phone
Email

Carter Financial Group Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Carter Financial Group

Name

Title

Contact Info

Location

Last Update

M. C.
Vice President
Mobile Phone
Email
United StatesTexas
Oct 16, 2024
H. M.
Client Service Associate
Mobile Phone
Email
United StatesNorth Carolina
Apr 16, 2026
P. M.
Customer Service Coordinator
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
S. H.
Financial Plans Coordinator
Mobile Phone
Email
Mar 27, 2024
J. Y.
Sales Assistant / Paraplanner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Carter Financial Group known for?

Carter Financial Group operates in the Insurance industry. The company's main headquarters is located in 222 South Cook Street Barrington, Illinois 60010 United States; you can contact the main corporate office by phone at

+1-847-713-****

. Explore Carter Financial Group's company overview page for more information.

What is Carter Financial Group's most common email format?

Carter Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carter Financial Group email formats with LeadIQ.

How many employees does Carter Financial Group have currently?

Carter Financial Group has approximately 6 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Carter Financial Group's key employees and leadership?

As of January 2026, Carter Financial Group's key employees include:

Vice President: M. C.
Client Service Associate: H. M.
Customer Service Coordinator: P. M.
Financial Plans Coordinator: S. H.
Sales Assistant / Paraplanner: J. Y.

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Carter Financial Group Employee Directory

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