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Consolidated Planning, Inc.

Locations: 6115 Park South Dr Suite 200 Charlotte, North Carolina 28210, US + (+9 more)

Company Size: 100 - 200

Industry: Financial Services

Company Website

AI Description

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  • Tom O’Connor profile image

    Comprehensive financial planning for individuals and closely-held businesses

  • Matthew Kupreanik profile image

    Finance Student at University of North Carolina at Charlotte

  • Gregory Current profile image

    Financial Advisor at Consolidated Planning, Inc.

  • Luke Gawronski profile image

    Certified Financial Planner at Consolidated Planning, Inc.

  • Patrick Galvin, CFP® profile image

    Paraplanner at Consolidated Planning, Inc.

  • Tony Montini profile image

    Consolidated Planning, Inc.

  • Tommy Rosser profile image

    Financial Advisor at Consolidated Planning, Inc.

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