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Consolidated Planning
- Investment Service
- Charlotte, NC
About this business
We deliver sophisticated wealth management solutions in a simple way. We serve higher income professionals, business owners, high net worth households, and clients near or in retirement who seek uncommon solutions and resources in order to accelerate growth or maximize income.
Location details
6115 Park S Dr Suite 200, Suite 200, Charlotte, NC, 28210, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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. They are clueless when it comes to the rules of handling monetary transactions, and make transactions based on hearsay. They liquidated an IRA and deposited it in our checking account on 12/31, and their reason is they thought there was a 60 day rule to roll it over into the proper account. When confronted, they said top guys were wor... read more
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 open now. It will close at 5:00 p.m.