Consolidated Planning Group
Company

Consolidated Planning Group

Insurance Sugar Land, Texas, United States 7 employees
Employees
7
Contacts
2
Emails
2
Phones
1

Consolidated Planning Group Overview

Headquarters
Sugar Land, Texas, United States
Industry
Insurance
Employees
7
Founded
2012
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About Consolidated Planning Group

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.

Consolidated Planning Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Consolidated Planning Group Org Chart

Sample employees and titles
Name Title Contact
Michelle Morris Financial Advisor at Consolidated
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Richard Jackson Sr. Business Operations Analyst
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Jeffrey Schaberg Mba Holistic Special Needs and Financial
Email
Andy Morris, Mba Financial Services Professional
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

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