Consolidated Planning
Financial Advising
Why pick this one
Consolidated Planning has over four decades of experience guiding through business and personal financial decisions.
Best for
- business owners seeking financial strategy
- individuals looking for organized financial planning
- clients needing long-term financial guidance
Look elsewhere if
- looking for budget financial planning services
- needing one-time quick financial advice
Specialties
- business financial planning
- personal financial planning
- retirement income optimization
- employee retention strategies
- tax planning
What makes them different
- consultative approach prioritizing client needs
- focus on long-term relationships
- collaborative strategy among a team of professionals
- process to get clients financially organized
- services available in person or virtually
- Years in business
- over four decades
Distilled from this business's own website.
Contact & Location
- Address
- 6115 Park South Dr, Charlotte, NC 28210-0104
- Phone
- +17045528507
- Website
- http://www.cplanning.com/
Services
- financial advising
- consulting
- investment advisory
- retirement planning