Consolidated Planning, based in Lexington, NC, offers financial planning services for business owners, individuals, and families. Their team of experienced professionals provides a consultative approach to help clients organize their financial efforts and plan for a secure future.
With a focus on building enduring relationships, Consolidated Planning believes in educating clients through their financial journey and empowering them to make informed decisions. Their philosophy centers on providing one strategy, one trusted financial professional, and one place to organize financial affairs for long-term financial security.
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