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Consolidated Planning

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2 reviews
+1 (980) 235-7800
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4201 Congress St Ste 350
Charlotte, NC 28209
+1 (980) 235-7800
http://www.cplanning.com
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...

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Reviews

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1.02 reviews
Photo of Joe J.
Joe J.
9/26/2024

Jeff Howard and Patrick Galvin of Park Avenue Securities/Consolidated Planning are extremely incompetent, and should not have the credentials of any sort of financial planner behind their name....

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Drew M.
11/4/2015

This group of misinformed wanna be financial planners clearly does not have the clients best interest in mind. Very disappointing. I'd suggest the spend less time on rehearsed scripts and more...

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United States›North Carolina›Charlotte›Consolidated Planning

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