Carolina Planning Consultants
Financial Advising
Why pick this one
Carolina Planning Consultants uses The Life Voyage Navigator Process to create personalized financial plans and is affiliated with LPL Financial.
Best for
- personalized financial and investment planning
- business succession planning
- clients seeking tailored financial strategies
Look elsewhere if
- clients looking for low-cost solutions
- those needing quick, one-time financial advice
Specialties
- comprehensive financial planning
- retirement planning
- investment planning
- insurance planning
- business succession planning
Certifications
- LPL Financial
What makes them different
- uses The Life Voyage Navigator Process for tailored financial plans
- provides 100% objective discretionary asset management
- offers a customized website accessible by clients and their trusted advisors
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 323 Coddle Market Dr NW, Concord, NC 28027-2414
- Phone
- +17047864857
- Website
- http://www.cpcllp.com/
- gerald.craig@cpcllp.com
Services
- financial planning
- investment management
- insurance planning
- retirement planning