Carrero & Associates

At Eileen Carrero Financial Services, we understand the unique financial challenges that women in transition face. As a seasoned financial advisor with over three decades of tax and accounting services and nearly twenty years of financial planning experience, Eileen Carrero and her team are dedicated to providing personalized financial planning and investment management solutions to empower women to take control of their financial futures.

Our Mission

Our mission is to provide tax-focused financial planning and investment strategies that cater to the specific needs of women in transition. We believe that every woman deserves to live the life she chooses, free from financial stress and anxiety. Our team is committed to delivering objective, heartfelt guidance and support to help our clients achieve their financial goals and secure their futures.

Our Services

We offer a range of financial services designed to address the unique needs of women in transition. Our services include:

• Financial Planning: We provide comprehensive financial planning services that take into account your current financial situation, investments, taxes, and retirement goals. Our goal is to help you create a personalized financial plan that aligns with your values, lifestyle, and risk tolerance.
• Asset Management: Our asset management services are designed to help you invest according to your values, lifestyle, and risk tolerance. We believe that your investments should align with your goals and values, and we work closely with you to create a customized investment strategy that meets your needs.
• Retirement Planning & Strategy: We understand that retirement planning can be stressful, and that's why we offer comprehensive retirement planning services that take into account your income needs, expenses, and tax implications. Our goal is to help you create a sustainable retirement plan that ensures your savings lasts throughout your golden years.
• Tax Planning: Our tax planning services are designed to help you minimize your tax liability and maximize your wealth. We believe that taxes should not hold you back from achieving your financial goals, and we work closely with you to create a tax-efficient strategy that aligns with your financial objectives.

Our Team

Our team is led by Eileen Carrero, a seasoned financial advisor with over three decades of experience in tax and accounting services and nearly twenty years of financial planning experience. Eileen is passionate about empowering women to take control of their financial futures and has a deep understanding of the unique challenges that women in transition face. Our team is committed to delivering exceptional service, expertise, and guidance to help our clients achieve their financial goals.