Consolidated Planning, Inc.

www.cplanning.com

Consolidated Planning, Inc. has been a leader in comprehensive financial services for nearly 30 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.

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Consolidated Planning, Inc. has been a leader in comprehensive financial services for nearly 30 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Founded

1981

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Finance and Marketing

    Email ****** @****.com
    Phone (***) ****-****
  • Agency Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Representative

    Email ****** @****.com
    Phone (***) ****-****

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