Consolidated Planning, Inc. has been a leader in comprehensive financial services for nearly 30 years.  Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles.  Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way.  This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.

Consolidated Planning, Inc.

Consolidated Planning, Inc.'s headquarters in Charlotte, NC, United States

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People (12)

Andy Brincefield

Katie Jamil

Amy Cook

Becky Thompson

Jordan Stegall

Robert Glosser

Charles Stegall

Sarah Hampton

Colton Mendenhall

Trevor Mann

Cameron Langston

Sadi Omerovic

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