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We are focused on helping families and small business owners optimize their finances to help achieve their financial goals. We follow a philosophy that seeks to eliminate guesswork, challenges financial myths, and minimizes risk as the only option for reward.
127 S Main St, North Charleston, SC, 29483, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I cannot say enough great things about Jay McCown. He was patient and professional with my wife and I. He took his time explaining the process and made us feel comfortable with the recommendations he made. Admittedly I was hesitant talking to another Financial Advisor, but this experience was much more pleasant. Would recommend to any one with financial needs or just someone to review what they have.
Jimmy Lewis is the most honest and hard working advisor I have ever worked with. I can't say enough good things about him. You will not go wrong if you work with him.
RJ helped us finally get our life insurance needs in place for my wife and I. The process was simple and within a few days we were set with great coverage at a great price. Great personalized service! Thank you!
Consolidated Planning, Inc. has a 5 star rating with 10 reviews.
Consolidated Planning, Inc. is closed now. It will open at 8:00 a.m.
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