JM
James M. Matthews
Director Of Wealth Management at Consolidated Planning,
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Work Experience
Director Of Wealth Management
Feb 2017 - Present · 7 years and 10 months
Founder
Mar 2021 - Present · 3 years and 9 months
Company Details
201-500 Employees
Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow.
Year Founded
1981
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services, Investment Services
HQ Location
6115 Park South Dr Suite 200 Charlotte, North Carolina 28210, US
Keywords
Financial PlanningInvestmentsRetirementLife InsuranceDisability Insurance401(k)Income ProtectioBusiness OwnersOrganization
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