Business Details
About
Financial PlannerFinancial ConsultantInsurance AgencyInvestment ServiceLife Insurance Agency
Consolidated Planning, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
Location
Hours
Frequently Asked Questions About Consolidated Planning
What types of financial services does Consolidated Planning provide?
Consolidated Planning offers a range of services including life insurance, disability income insurance, annuities, wealth management, investments, and employee benefit plans such as dental, vision, and 401(k).
What are the business hours for Consolidated Planning?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM and on Friday from 8:30 AM to 4:00 PM. It is closed on weekends.
Where is Consolidated Planning located?
Consolidated Planning is located at 6115 Park South Drive, Suite 200, Charlotte, NC 28210, USA.
How can I contact Consolidated Planning for inquiries?
You can call them at +1 704-552-8507 or email info@cplanning.com for any inquiries.
Does Consolidated Planning have an online presence or website?
Yes, Consolidated Planning's website can be visited at https://www.cplanning.com/charlotte and they also have a Facebook page at https://www.facebook.com/cplanninginc/.
What types of insurance does Consolidated Planning specialize in?
They specialize in life insurance, including disability income insurance and other related financial and insurance services.
Are there any nearby wealth management or financial advising services near Consolidated Planning?
Yes, nearby financial advising services include Genesis Wealth Planning, TriCapital Wealth Management, and Centerpoint Wealth Strategies, which may provide additional options for wealth and investment planning.
What nearby healthcare providers are close to Consolidated Planning?
Nearby healthcare providers include Ellie Mental Health for counseling, Signature Healthcare for internal medicine, Mindpath Health for psychiatric and psychological services, and Charlotte One on One Physical Therapy.
Are there any real estate agencies close to Consolidated Planning that customers might visit?
Yes, several real estate agencies near Consolidated Planning include Dacquin Curry-REALTOR, Hanna Kabwe Real Estate Broker, Patricia Brooks Realtor, Bruce Barley Realtor / Broker, Kimco Realty, and Robin Niblock Realtor/Broker, useful for clients interested in property services.
Which other professional services are available near Consolidated Planning?
Nearby professional services include LKM (advertising and PR), Shankle Law Firm (legal services), Leonard & Associates CPA (accounting), and Phillips Technology Solutions (electrician services).