Consolidated Planning, based in Charlotte, NC, is a financial planning firm dedicated to serving business owners, individuals, and families. Their team of experienced professionals offers a consultative approach to help clients organize their financial efforts and plan for a secure future.
With a focus on building enduring relationships, Consolidated Planning emphasizes the importance of finding the right financial professional to guide clients through their financial journey. Their philosophy centers on providing clients with one strategy and one trusted advisor to protect and grow their finances for the long term.
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