2626 Glenwood Ave, Suite 450
Raleigh, NC 27608-1043
Monday-Friday: 8:00am – 5pm
Saturday & Sunday: By Appointment
Our financial advisors, insurance agents, business planners, and wealth managers adhere to a process that prioritize the goals of the client and aligns them to constructing a financial plan that seeks to achieve them. For us, it’s about working to ensure our clients are in the best possible position to protect their today and prepare for tomorrow.
We apply uncommon financial industry knowledge to everything we do for clients in Raleigh. Consolidated Planning financial professionals assess your portfolio and discuss how products and services like whole life insurance, disability insurance, retirement planning, wealth management and investing services, and estate planning can set you up for success.
To set up a meeting or to learn more about our process, please give us a call or email us.