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. Investment Advisor Representative Disclosure Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA(www.finra.org)/SIPC(www.sipc.org). AIC and Consolidated Planning Group are not affiliated. Additional products and services may be available through Allison Schaberg or Consolidated Planning Group that are not offered through AIC. Securities products are limited to residents of Texas and North Carolina. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Consolidated Planning Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed

Website

http://www.consolidatedplanninggroup.com/

External link for Consolidated Planning Group

Industry

Insurance

Company size

2-10 employees

Headquarters

Sugar Land, TX

Type

Privately Held

Founded

2012

Specialties

Insurance and Financial Services