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Consolidated Planning, Inc.

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4201 Congress St Ste 295, Charlotte, NC 28209

(704) 552-8507

CLOSED NOW
Today: 9:00 am - 5:00 pm
Tomorrow: 9:00 am - 5:00 pm
37
YEARS
IN BUSINESS
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.
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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.
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

Payment method
amex, cash, debit, discover, master card, visa
Location
The Rotunda
Neighborhood
Barclay Downs
Categories
Financial Planning Consultants, Annuities & Retirement Insurance Plans, Estate Planning Attorneys, Financial Planners, Financial Services, Insurance, Investment Management, Investment Securities, Investments, Life Insurance, Mutual Funds
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