Carolina Planning Consultants - Concord, North Carolina

Carolina Planning Consultants

Carolina Planning Consultants (CPC) is a reputable financial planning and insurance brokerage firm located in Concord, North Carolina. They offer a range of services including investment management, financial planning, and insurance solutions. The company is committed to helping individuals and businesses achieve their financial goals.

Address: 323 Coddle Market Dr NW Suite 130, Concord, NC 28027

Phone: 047864857

Website: cpcllp.com

Specialties: Financial planner, Insurance broker, Investment service.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opinions: This company has 2 reviews on Google My Business.

Average opinion: 5/5.

Carolina Planning Consultants has a strong reputation for providing exceptional services to its clients. Many of their clients have noted the expertise and professionalism of their team, particularly the efforts of Alan Morgan, a key figure in the company. Clients have praised his trustworthiness, commitment, and knowledge in the field. He has helped individuals establish retirement accounts, set up trust accounts, and manage their finances effectively. With a perfect 5/5 rating on Google My Business, Carolina Planning Consultants is a top choice for those seeking financial planning and investment services.

👍 Reviews of Carolina Planning Consultants

Bill B.

5/5

I have worked with Alan Morgan for the past 3 years. He has helped me establish goals. set up a trust account, and manage my accounts. I find Alan very trustworthy and would recommend him to anyone wanting to establish retirement accounts, 401K, trust accounts, Let Alan review your present situation to see he he can help you.

Reynolds R. I.

5/5

Alan Morgan , With CPC is one of the most honest , and customer committed financial adviser I know. I would not hesitate to refer him to my friends or family!