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Consolidated Planning Inc

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Business Details

34

years

in Business

BBB Rating:
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours:

Regular Hours

General Info:
Consolidated Planning was established in 1981 to provide a new and unique approach to helping individuals and businesses develop consolidated, comprehensive plans for wealth accumulation, distribution and preservation. The company is recognized as one of the premier organizations in the country focused on the design of financial strategies for clients. Previously listed among the Inc. magazine top 500 fastest-growing companies, Consolidated Planning is made up of experienced financial professionals. The company features expertise in tax laws, financial services and products, pension plans, insurance and other tools needed to build effective financial foundations. It is headquartered in Charlotte, N.C.
Extra Phones:

Phone: (980) 235-7800

Phone: (704) 554-6073

Primary Phone: (980) 235-7800

Fax: (704) 554-6073

Fax: (336) 230-0922

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Location:
The Rotunda
Neighborhood:
Barclay Downs
Categories:
Financial Planning Consultants, Life Insurance, Insurance, Loans, Investment Securities, Annuities & Retirement Insurance Plans

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Consolidated Planning Inc

4201 Congress St Ste 295CharlotteNC 28209

(704) 552-8507

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Consolidated Planning Inc

4201 Congress St Ste 295CharlotteNC 28209

(704) 552-8507

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