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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.
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Frequently Asked Questions About Consolidated Planning
What services does Consolidated Planning offer?
Consolidated Planning provides financial guidance and protection including life insurance, disability income insurance, annuities, wealth management, investments, dental, vision, and 401(k) plans.
Where is Consolidated Planning located?
Consolidated Planning is located at 233 North Main Street, Suite 200, Greenville, SC 29601-2767, US.
What are the office hours for Consolidated Planning?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Consolidated Planning?
You can reach them by phone at +1 864-371-6700 or email info@cplanning.com.
Does Consolidated Planning have an online presence?
Yes, their website is https://www.cplanning.com/greenville and they have a Facebook page at https://www.facebook.com/cplanninginc/.
Is Consolidated Planning affiliated with a larger company?
Yes, it is a Guardian agency, part of a Fortune 250 global financial services company.
Are there any notable landmarks near Consolidated Planning?
Yes, nearby landmarks include the Max Heller Monument and 233 North Main Properties, which are local points of interest.
What nearby services can help me before or after visiting Consolidated Planning?
Nearby services include The PSG Group (a bank), Lisa Briganti | RE/MAX Results (real estate agent), and Jessica Bagwell Motto Mortgage Resolute (mortgage broker).
Are there dining options close to Consolidated Planning?
Yes, nearby dining options include Subway, Jersey Mike's Subs, Grille 33 at The Channel, and Tselia Coffee.
What nearby attractions can I visit in Greenville around Consolidated Planning?
You might enjoy visiting Greenville Glides, The Comedy Zone, and NOMA Square, which offer tours, entertainment, and public plaza activities.