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 ActivitiesAgencies, 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 | Location | Contact |
|---|---|---|---|
| Michelle Morris | Financial Advisor at Consolidated | Missouri City, Texas, United States |
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|
| Richard Jackson | Sr. Business Operations Analyst |
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|
|
| Jeffrey Schaberg Mba | Holistic Special Needs and Financial | Sugar Land, Texas, United States |
Email
|
| Andy Morris, Mba | Financial Services Professional | Houston, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
1 profile
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