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James Matthews Email
Director Wealth Management . Consolidated Planning
Charlotte, NC
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Employees:
272Revenue:
$62.8MAbout
Consolidated Planning, Inc. was established in 1981 to provide a new and unique approach to helping individuals and businesses develop a consolidated, comprehensive financial plan. Today, Consolidated Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its clients.Consolidated Planning Address
4201 Congress StreetCharlotte, NC
United States