Consolidated Planning
Financial planner
Services Offered
- life insurance
- disability income insurance
- annuities
- wealth management
- investment strategies
- dental plans
- vision plans
- 401(k) plans
About
Consolidated Planning is a financial planning firm located in Mt Pleasant, South Carolina, affiliated with Guardian, a Fortune 250 global financial services company. The firm offers a wide range of financial services including life insurance, disability income insurance, annuities, wealth management, and investment strategies. They also provide employee benefits such as dental, vision, and 401(k) plans. Consolidated Planning serves both individuals and businesses, focusing on delivering comprehensive financial guidance and protection to help clients achieve their financial goals.
Reviews
Location

Contact This Advisor
Business Information
Address
1036 Lansing Dr Ste 200
Mt Pleasant, South Carolina 29464
Phone
+1843-881-5468
Website
https://www.cplanning.com/mount-pleasant
Business Hours
Contact for business hours