Consolidated Planning Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

19901 Southwest Fwy # 112, Sugar Land, T...

Phone Number

(281) 207-1290

Revenue

$7.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Consolidated Planning Group

Consolidated Planning Group is a holistic financial planning firm based in Texas that specializes in providing financial advice, analysis, and planning services for families with special needs. The firm offers a range of services including comprehensive financial planning, special needs consultative services, and social security maximization. Their primary clients are families caring for individuals with disabilities, helping them navigate the complexities of special needs benefits and resources. Consolidated Planning Group is dedicated to empowering clients with financial wellness and confidence in their future.Explore more
Consolidated Planning Group's Social MediaPopular SearchesConsolidated Planning Group IncConsolidated Planning GroupConsolidated Planning Group - HomeConsolidated Planning IncMichelle Morris- Consolidated Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Consolidated Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Consolidated Planning Gro...

$7.9M
1-10
Private
-
2012
$6.8M
11-50
Private
-
1996
N/A
$6.5M
1-10
Private
-
1990
AS
Adam SandmanFinancial Representative
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
<$5M
2007
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Consolidated Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Consolidated Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Consolidated Planning Group.

Consolidated Planning Group Tech Stack

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Frequently Asked Questions Regarding Consolidated Planning Group

What is Consolidated Planning Group's official website?
Consolidated Planning Group's official website is www.consolidatedplanninggroup.com
What is Consolidated Planning Group's Revenue?
Consolidated Planning Group's revenue is $7.9 Million
What is Consolidated Planning Group's SIC code?
Consolidated Planning Group's SIC: 62,628
What is Consolidated Planning Group's NAICS code?
Consolidated Planning Group's NAICS: 52,523
How many employees does Consolidated Planning Group have?
Consolidated Planning Group has 1-10 employees
What industry does Consolidated Planning Group belong to?
Consolidated Planning Group is in the industry of: Finance, Securities Trading
What is Consolidated Planning Group competition?
Consolidated Planning Group top competitors include: BPA Financial Advisors, Physician Financial Services, Strategic Resource Group, Morrow Financial Services
What technology does Consolidated Planning Group use?
Some of the popular technologies that Consolidated Planning Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Font API
How do I contact Consolidated Planning Group?
Consolidated Planning Group contact info: Phone number: (281) 207-1290 Website: www.consolidatedplanninggroup.com
What does Consolidated Planning Group do?

Consolidated Planning Group is a holistic financial planning firm based in Texas that specializes in providing financial advice, analysis, and planning services for families with special needs. The firm offers a range of services including comprehensive financial planning, special needs consultative services, and social security maximization. Their... primary clients are families caring for individuals with disabilities, helping them navigate the complexities of special needs benefits and resources. Consolidated Planning Group is dedicated to empowering clients with financial wellness and confidence in their future.Read More

What are Consolidated Planning Group social media links?
Consolidated Planning Group Linkedin page Consolidated Planning Group Facebook page
Is Consolidated Planning Group a public company?
Consolidated Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Consolidated Planning Group

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