Consolidated Planning, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Consolidated Planning, Inc.
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Consolidated Planning, Inc. is a financial services firm established in Charlotte, North Carolina in 1981. The firm specializes in comprehensive financial planning for businesses, families, and individuals, operating as a Guardian agency with a consultative, client-centered approach focused on long-term financial goals.
Offering services such as insurance planning, estate planning, business planning, education planning, and retirement planning, the organization aims to help clients organize their finances, understand complex financial topics, and align strategies with their personal priorities. The company has received recognition as a top workplace by the Charlotte Business Journal in 2012 and 2014, serving clients nationwide both in-person and virtually.
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