Consolidated Planning
Life Insurance
Why pick this one
They offer comprehensive financial services in Raleigh, focusing on tailored strategies for both personal and business planning.
Best for
- individuals seeking financial organization
- business owners planning for exit
- clients looking to maximize retirement income
Look elsewhere if
- those needing immediate short-term solutions
- clients focused solely on low-cost services
Specialties
- financial organization
- retirement income planning
- tax optimization
- employee retention strategies
Certifications
- Guardian
- Park Avenue Securities
What makes them different
- consultative approach that prioritizes clients' needs
- focus on tailored financial strategies over products
- offering both personal and business services
- team of experienced professionals
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 2626 Glenwood Ave, Ste 450, Raleigh, NC 27608
- Phone
- 9197822900
- Website
- https://www.cplanning.com/locations/raleigh/
- info@cplanning.com
Services
- business financial planning
- personal financial planning
- investment planning
- life insurance