Consolidated Planning Group, Inc is a privately owned insurance & financial service firm. We proudly serve the needs of our customers across the U.S. Through a holistic approach to planning our firm delivers real strategies to the most complex situations faced by professionals, business owners, and families. We are proud to provide a broad range of products and services specifically designed to help meet the needs of our customers.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. As advocates for you and your financial future we can assist you in taking the next step. Call today for a consultation.
Securities and Advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Consolidated Planning Group and Osaic Wealth are not affiliated.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Sugar Land, Tx
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Keywords
- Insurance, Financial Services, Special Needs Planning, Future Care Planning, Retirement Income Needs.
- HQ
- Sugar Land, TX
Consolidated Planning Group Questions
Consolidated Planning Group's website is http://www.consolidatedplanninggroup.com/
Consolidated Planning Group's LinkedIn profile is https://www.linkedin.com/company/consolidated-planing-group
Consolidated Planning Group has
7 employees.
View email and phone details for 7
employees at Consolidated Planning Group.
Consolidated Planning Group's industry is
Insurance
Consolidated Planning Group's top competitors are
Lira Bravo Law, Pllc,
Inncivio,
Dow Jones,
The Social Institute,
Gworks,
Consolidated Planning, Inc.,
Sphere Real Estate,
Nationwide,
Weeks Law Firm,
Osaic.
Consolidated Planning Group's categories are Insurance
Consolidated Planning Group's founding year is 2012
