Consolidated Planning, Inc.'s cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Consolidated Planning, Inc.

5.0

About this business

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. 

Location details

127 S Main St, North Charleston, SC, 29483, United States

Get directions
WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.010 reviews
Select a rating
D D's profile image
D D 
on Google
3 years ago

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. 

Mary Johnson's profile image
Mary Johnson 
on Google
4 years ago

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. 

Ted Linczak's profile image
Ted Linczak 
on Google
4 years ago

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! 

Jose Vasquez's profile image
Jose Vasquez 
on Google
5 years ago
Jenna w's profile image
Jenna w 
on Google
5 years ago
View all google reviews

Frequently asked questions about Consolidated Planning, Inc.

How is Consolidated Planning, Inc. rated?

Consolidated Planning, Inc. has a 5 star rating with 10 reviews. 

When is Consolidated Planning, Inc. open?

Consolidated Planning, Inc. is closed now. It will open at 8:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com