ABOUT
One of the keys to Consolidated Planning's success has always been our ability to provide top flight financial products. While our primary business function is establishing strong client relationships from a total planning perspective, we also act as a brokerage channel for representatives from other firms looking to access some of the industry's best life, disability, and long term care products. Unlike our in-house associates, the brokers who work with us only have access to these select products, rather than the entire gamut of comprehensive planning resources that our planning clients enjoy.
Phone: 800.532.2829 Fax: 704.554.6073 Email:
4201 Congress Street, Ste. 350, Charlotte, NC 28209
4201 Congress Street, Ste. 350, Charlotte, NC 28209
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 4201 Congress St., Suite 350, Charlotte, NC 28209. The Registered Representatives are securities licensed in NC, SC, VA (& other states) and the material is strictly intended for individuals residing in these states. No offers may be made or accepted from any resident outside these specified states. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (704) 552-8507). Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
PAS is a member FINRA, SIPC.