Consolidated Planning, Inc. Employee Directory
Financial ServicesNorth Carolina, United States201-500 Employees
Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow. Consolidated Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ. 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210 (704) 552-8507. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8717682.1 Exp 01/2028
1-888-653-2347 
support@leadiq.com 
