Consolidated Planning, Inc.
www.cplanning.comConsolidated 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.
Read moreConsolidated 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.
Read moreCountry
State
North Carolina
City (Headquarters)
Charlotte
Founded
1981
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
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Managing Partner
Email ****** @****.comPhone (***) ****-****Director , Finance and Marketing
Email ****** @****.comPhone (***) ****-****Agency Manager
Email ****** @****.comPhone (***) ****-****Financial Representative
Email ****** @****.comPhone (***) ****-****
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