Consolidated Planning, Inc.

Consolidated Planning, Inc.

Financial-Services

Charlotte, North Car...
United States
Company Tagline

Advice for Today. Planning for Tomorrow.

Industry Category
Financial-Services
Company Description

Consolidated Planning, Inc. is a leading financial services firm dedicated to providing comprehensive advice and strategic planning for individuals and businesses alike. With a commitment to empowering clients to take control of their financial futures, Consolidated Planning offers tailored solutions designed to navigate the complexities of today's financial landscape and prepare for tomorrow's opportunities. Consolidated Planning, Inc. is located at 6115 Park South Dr, Suite 200, Charlotte, North Carolina 28210, US, and operates from multiple locations including 2626 Glenwood Ave, Suite 450, Raleigh, North Carolina 27608, US.

With decades of experience, Consolidated Planning, Inc. specializes in a wide array of financial services, including financial planning, investments, retirement strategies, life insurance, disability insurance, and 401(k) management. Consolidated Planning also offers specialized services for income protection and business owners, ensuring a holistic approach to financial well-being. By focusing on a protection-first philosophy, Consolidated Planning challenges conventional norms and delivers innovative solutions that foster long-term financial security and growth.

Consolidated Planning, Inc. is committed to building lasting relationships with its clients, providing personalized service and expert guidance every step of the way. The firm's dedication to excellence and its client-centric approach make Consolidated Planning a trusted partner in achieving financial success. The management team will soon complete the company’s profile with additional information to further enhance the user experience. We invite the manager of Consolidated Planning, Inc. to create a customized and exclusive company showcase and product listing on our platform.

Consolidated Planning, Inc. est une société de services financiers de premier plan dédiée à fournir des conseils complets et une planification stratégique aux particuliers et aux entreprises. Avec un engagement à donner aux clients les moyens de prendre le contrôle de leur avenir financier, Consolidated Planning propose des solutions sur mesure conçues pour naviguer dans les complexités du paysage financier actuel et se préparer aux opportunités de demain. Consolidated Planning, Inc. est situé au 6115 Park South Dr, Suite 200, Charlotte, Caroline du Nord 28210, États-Unis, et opère depuis plusieurs sites, dont 2626 Glenwood Ave, Suite 450, Raleigh, Caroline du Nord 27608, États-Unis.

Avec des décennies d'expérience, Consolidated Planning, Inc. se spécialise dans un large éventail de services financiers, notamment la planification financière, les investissements, les stratégies de retraite, l'assurance-vie, l'assurance invalidité et la gestion des régimes 401(k). Consolidated Planning propose également des services spécialisés pour la protection du revenu et les propriétaires d'entreprises, garantissant une approche holistique du bien-être financier. En se concentrant sur une philosophie de protection d'abord, Consolidated Planning remet en question les normes conventionnelles et fournit des solutions innovantes qui favorisent la sécurité financière et la croissance à long terme.

Consolidated Planning, Inc. s'engage à établir des relations durables avec ses clients, en fournissant un service personnalisé et des conseils d'experts à chaque étape du processus. Le dévouement de l'entreprise à l'excellence et son approche axée sur le client font de Consolidated Planning un partenaire de confiance dans la réalisation de la réussite financière. L'équipe de direction complétera bientôt le profil de l'entreprise avec des informations supplémentaires pour améliorer encore l'expérience utilisateur. Nous invitons le responsable de Consolidated Planning, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Scott Haynie CLU® ChFC® RICP® CExP® Becky Thompson Ashby Ware ChFC® CLU CExP RICP Steve Martin

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Founded Year
0 2013 1985
Company Size
51-200 51-200 2-10
City
Charlotte, North Carolina Mississauga, ON Edison, NJ Valhalla, New York
Country
United States Canada United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Planning Investment Management Retirement Planning Insurance Services Wealth Management Estate Planning Financial Consulting Investments Retirement Life Insurance Disability Insurance 401(k) Income Protection Business Owners
15 Total 15 Unique
Unique Skills:
Critical Illness Insurance Family Planning FinTech Group Benefits Guaranteed & Simplified Issue Insurance High Net Worth Clients +9
16 Total 1 Common 15 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Benefits Administration Dental Insurance Employee Benefits General Liability Group Benefits Health Insurance +9
6 Total 2 Common 4 Unique
Match 14%
Common Skills:
Estate Planning Retirement Planning
Unique Skills:
Employee Benefits Health Insurance Long Term Care Insurance Medicare Planning
4
Total Companies
1985
Oldest Founded
2
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

Consolidated Planning Inc. 综合规划有限公司 समेकित योजना इंक. التخطيط الموحد، وشركة কন্সোলিডেটেড প্ল্যানিং ইনকর্পোরেটেড Консолидированное планирование Inc. Planejamento Consolidado Inc.