Consolidated Planning, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Consolidated Planning, Inc.

Team Bitscale

12 Mar 2026 — 1 min read

Consolidated Planning, Inc.

Overview

Consolidated Planning, Inc. is a financial services firm established in Charlotte, North Carolina in 1981. The firm specializes in comprehensive financial planning for businesses, families, and individuals, operating as a Guardian agency with a consultative, client-centered approach focused on long-term financial goals.

Offering services such as insurance planning, estate planning, business planning, education planning, and retirement planning, the organization aims to help clients organize their finances, understand complex financial topics, and align strategies with their personal priorities. The company has received recognition as a top workplace by the Charlotte Business Journal in 2012 and 2014, serving clients nationwide both in-person and virtually.

Basic Information

Industry	financial services, insurance
Founded	1981
Revenue	$7.6M
Headquarters	6115 Park South Dr, Suite 200, Charlotte, North Carolina 28210, United States
Languages	English

Contact Details

Phone: +1 704-552-8507
Website: cplanning.com
LinkedIn: linkedin.com/company/consolidated-planning-inc.

Key Focus Areas & Initiatives

Disability insurance
401
Financial planning
Life insurance
Investments
Business owners
Retirement
Income protection

Technologies Used

Google Font API
Hubspot
Microsoft Office 365
Mobile Friendly
Rackspace MailGun
Slack
WordPress.org

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