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Consolidated Planning

5.0
  • Investment Service
  • Charlotte, NC

About this business

FinanceFinancial ServicesInvestingInvestment Service

Location details

6115 Park S Dr Suite 200, Suite 200, Charlotte, NC, 28210, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.01 review
SAC's profile image
SAC 
a month ago

Consolidated Planning has been a great resource for our family financial planning! Under the guidance of Jeff Howard, their expert advice and investment options have benefited our family. A big plus is their client service - we aren't just a number. The team cares about their clients! Tyler O'Donnell provides excellent client service to manage our investments. Highly recommend! 

Daniel Salazar's profile image
Daniel Salazar 
3 years ago

Frequently asked questions about Consolidated Planning

How is Consolidated Planning rated?

Consolidated Planning has a 5 star rating with 1 review. 

When is Consolidated Planning open?

Consolidated Planning is closed now. It will open tomorrow at 8:00 a.m.