Consolidated Planning

Finance · North Carolina, United States · 51-200 Employees

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Overview

Headquarters

6115 Park South Dr Ste 200, Charlotte, N...

Phone Number

(704) 552-8507

Revenue

$56.7 Million

Industry

Finance Securities Trading

About Consolidated Planning

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement planning services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carolina.Explore more
Consolidated Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Consolidated Planning Org Chart

AB
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President & Chief Executive Officer

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Chief Marketing Officer

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President & Founder

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Partnerships Vice President, Human Resources

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Compare insights from companies similar to Consolidated Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Consolidated Planning

$56.7M
51-200
Private
<$5M
1981
AB
Andrew BrincefieldPresident & CEO
$100.5M
51-200
Private
<$5M
1985
$36.1M
51-200
Private
-
1998
Kurt Jonson, Chief Executive Officer & Owner at Pacific Capital Resource Group
Kurt JonsonCEO & Owner
$19.9M
51-200
Private
-
2010
JR
Joshua RothbardFinancial Advisor
$12.8M
11-50
Private
-
2009
CD
Christina DavilaManager, Client Relations
$10.3M
51-200
Private
-
1994
Seth Medalie, President at The Bulfinch Group Insurance Agency
Seth MedaliePresident
$9.9M
51-200
Private
<$5M
1987
James Gnefkow, President at Peachtree Planning
James GnefkowPresident
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Consolidated Planning Tech Stack

A closer look at the technologies used by Consolidated Planning

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Frequently Asked Questions Regarding Consolidated Planning

What is Consolidated Planning's official website?
Consolidated Planning's official website is www.cplanning.com
What is Consolidated Planning's Revenue?
Consolidated Planning's revenue is $56.7 Million
What is Consolidated Planning's SIC code?
Consolidated Planning's SIC: 62,628
What is Consolidated Planning's NAICS code?
Consolidated Planning's NAICS: 52,523
How many employees does Consolidated Planning have?
Consolidated Planning has 51-200 employees
What industry does Consolidated Planning belong to?
Consolidated Planning is in the industry of: Finance, Securities Trading
What is Consolidated Planning competition?
Consolidated Planning top competitors include: Peachtree Planning, Capital Financial Group, Pacific Capital Resource Group, The Bulfinch Group Insurance Agency
What technology does Consolidated Planning use?
Some of the popular technologies that Consolidated Planning uses are: Microsoft IIS, WordPress.org, PHP, DoubleClick
How do I contact Consolidated Planning?
Consolidated Planning contact info: Phone number: (704) 552-8507 Website: www.cplanning.com
What does Consolidated Planning do?

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement planning services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carolina.... Read More

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

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