Consolidated Planning Group
Consolidated Planning Group, Inc is a privately owned insurance & financial service firm. We proudly serve the needs of our customers across the U.S. Through a holistic approach to planning our firm delivers real strategies to the most complex situations faced by professionals, business owners, and families. We are proud to provide a broad range of products and services specifically designed to help meet the needs of our customers. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. As advocates for you and your financial future we can assist you in taking the next step. Call today for a consultation. Securities and Advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Consolidated Planning Group and Osaic Wealth are not affiliated.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Andy Morris
Financial Services Professional · Finance & Accounting
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Michelle Morris
Financial Advisor · Finance & Accounting
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Jeffrey Schaberg
Co-owner Consulting & Planning · Other
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Top roles at Consolidated Planning Group
5 distinct titles indexed · top 5 shown.
- 1co-owner consulting & planning
- 1financial advisor
- 1financial services professional
- 1marketing associate
- 1operations assistant
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