Consolidated Planning Group

Consolidated Planning Group

Insurance

Sugar Land, TX
United States
Company Tagline

Holistic, independent financial planning firm focused on the needs of families with Special Needs loved ones.

Industry Category
Insurance
Company Description

Consolidated Planning Group is a leading insurance and financial services firm dedicated to providing comprehensive and customized solutions for individuals, families, and business owners. With a focus on holistic financial planning, Consolidated Planning Group delivers tailored strategies designed to navigate complex financial landscapes and achieve long-term security.

Located at 19901 Southwest Freeway, Sugar Land, TX 77479, US, Consolidated Planning Group is committed to maintaining the highest standards of integrity and professionalism. The firm offers a broad range of products and services, including insurance, retirement income planning, financial services, future care planning, and specialized planning for families with special needs loved ones. Consolidated Planning Group takes pride in serving customers across the U.S., providing expert guidance and support to help clients reach their financial goals.

Consolidated Planning Group's approach is client-centered, focusing on understanding each client's unique needs and aspirations. By acting as advocates for their clients' financial futures, Consolidated Planning Group assists them in making informed decisions and taking proactive steps towards a secure financial future. We invite the manager of Consolidated Planning Group to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Consolidated Planning Group est une société leader dans le domaine de l'assurance et des services financiers, dédiée à fournir des solutions complètes et personnalisées aux particuliers, aux familles et aux propriétaires d'entreprises. En mettant l'accent sur la planification financière holistique, Consolidated Planning Group propose des stratégies sur mesure conçues pour naviguer dans des environnements financiers complexes et assurer une sécurité à long terme.

Situé à 19901 Southwest Freeway, Sugar Land, TX 77479, États-Unis, Consolidated Planning Group s'engage à maintenir les normes les plus élevées d'intégrité et de professionnalisme. L'entreprise offre une large gamme de produits et de services, notamment l'assurance, la planification des revenus de retraite, les services financiers, la planification des soins futurs et la planification spécialisée pour les familles avec des proches ayant des besoins spéciaux. Consolidated Planning Group est fier de servir ses clients à travers les États-Unis, en fournissant des conseils d'experts et un soutien pour aider les clients à atteindre leurs objectifs financiers.

L'approche de Consolidated Planning Group est centrée sur le client, en se concentrant sur la compréhension des besoins et des aspirations uniques de chaque client. En agissant en tant que défenseurs de l'avenir financier de leurs clients, Consolidated Planning Group les aide à prendre des décisions éclairées et à prendre des mesures proactives vers un avenir financier sûr. Nous invitons le directeur de Consolidated Planning Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Richard Jackson Michelle Morris Andy Morris MBA Jeffrey Schaberg MBA

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Founded Year
1902 2018 2021
Company Size
5,001-10,000 2-10 51-200
City
Sugar Land, TX Sydney, NSW Zürich, Zürich
Country
United States Australia
Skills & Keywords Comparing with main company
10 Total Skills
Insurance Financial Services Retirement Planning Estate Planning Financial Planning Investment Management Risk Management Retirement Income Needs Future Care Planning Special Needs Planning
6 Total 6 Unique
Unique Skills:
Advocacy Automotive Discounts Safety Transportation Travel
20 Total 20 Unique
Unique Skills:
Asset Loan Bad Credit & Default Services Bad Credit Home Loan Boat Loan Car Loan Construction Finance +14
10 Total 10 Unique
Unique Skills:
Agentic artificial intelligence banking Chat GPT CRM Automation Finance +4
4
Total Companies
1902
Oldest Founded
2
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Consolidated Planning Group 综合规划集团 समेकित योजना समूह Grupo de Planificación Consolidada مجموعة التخطيط الموحد Groupe de Planification Consolidée Консолидированная группа планирования Grupo de Planejamento Consolidado