Consolidated Planning, Inc. - Charlottesville

Charlottesville, Virginia

5.0 (3 reviews)
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About

Consolidated Planning, Inc. is a financial planning firm based in Charlottesville, Virginia that offers comprehensive financial planning services. The firm emphasizes a consultative, client-centered approach and uses The Living Balance Sheet methodology to help clients organize and coordinate their financial affairs. Their financial professionals serve clients both locally and nationwide through in-person and virtual meetings.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-4:30PM, Saturday: Closed
SEC registered
No
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