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Our Qualifications

Our Associates are a diversified, professional team who has earned industry respected degrees and designations including:​

CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

MSFS

Master of Science in Financial Services

AEP®

Accredited Estate Planner

RICP®

Retirement Income Certified Professional

CSA®

Certified Senior Advisor

CLU®

Chartered Life Underwriter

LUTCF

Life Underwriting Training Council Fellow

Financial Institution

Our Services

Carillon Group strives to provide resources and strategies to help achieve client goals. Along with our commitment to excellence, Carillon Group provides businesses and individuals with the highest quality services.

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