Company profile
Consolidated Planning, Inc.
The process is ours. The practice is yours.
- Industry
- Financial Services
- Employees
- 248
- Headquarters
- Charlotte, North Carolina
- Founded
- 1981
- LinkedIn followers
- 3,772
- Office locations
- 10
Consolidated Planning, Inc. company summary
Consolidated Planning, Inc. is a company in the Financial Services industry, headquartered in Charlotte, North Carolina, founded in 1981. On LinkedIn the company has around 248 employees and 3,772 followers. The company lists 10 office locations. Its listed specialties include Financial Planning, Investments, Retirement, Life Insurance, Disability Insurance.
What technology does Consolidated Planning, Inc. use?
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About Consolidated Planning, Inc.
Most financial planning firms will tell you where to sit, what to sell, and who to call. We don't. Just ask the people who've built their careers here. Smaller than the household names — and that's exactly the point. You know the people here. They pick up when you call. For the advisors who choose to build here, that looks like: - Everything you've built already matters here. Your relationships, your work ethic, your way of connecting with people. We help build the planning foundation underneath it — so you're not starting over, you're leveling up. - A process most firms never teach. Real, holistic financial planning that changes how clients experience advice — and gives advisors more meaning in the work they do. - Support that actually shows up and leadership that stays ahead of where this industry is going. - A practice that's yours to build. Your clients. Your relationships. Your pace. We grow with you — as much or as little as you need. Consolidated Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ. 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210 (704) 552-8507. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8717682.1 Exp 1/28
Specialties
Where is Consolidated Planning, Inc. located?
Consolidated Planning, Inc. lists 10 office locations.
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|---|---|---|---|---|
Consolidated Planning, Inc. cplanning.com | Financial Services | 248 | 1981 | Charlotte, North Carolina |
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Frequently asked questions about Consolidated Planning, Inc.
What does Consolidated Planning, Inc. do?
Most financial planning firms will tell you where to sit, what to sell, and who to call. We don't. Just ask the people who've built their careers here. Smaller than the household names — and that's exactly the point. You know the people here. They pick up when you call. For the advisors who choose to build here, that looks like: - Everything you've built already matters here. Your relationships, your work ethic, your way of connecting with people. We help build the planning foundation underneath it — so you're not starting over, you're leveling up. - A process most firms never teach. Real, holistic financial planning that changes how clients experience advice — and gives advisors more meaning in the work they do. - Support that actually shows up and leadership that stays ahead of where this industry is going. - A practice that's yours to build. Your clients. Your relationships. Your pace. We grow with you — as much or as little as you need. Consolidated Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ. 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210 (704) 552-8507. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8717682.1 Exp 1/28
How many employees does Consolidated Planning, Inc. have?
Consolidated Planning, Inc. has around 248 employees on LinkedIn.
Where is Consolidated Planning, Inc. headquartered?
Consolidated Planning, Inc. is headquartered in Charlotte, North Carolina.
Where does Consolidated Planning, Inc. have offices?
Consolidated Planning, Inc. lists 10 office locations, including Charlotte, North Carolina, US; Asheville, North Carolina, US; Atlanta, Georgia, US; Clemson, South Carolina, US; Columbia, South Carolina, US.
When was Consolidated Planning, Inc. founded?
Consolidated Planning, Inc. was founded in 1981.
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