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      Consolidated Planning

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      Consolidated Planning reviews

      Advisor - Anonymous employee Consolidated Planning Employee Review

      4.0
      1 May 2024
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      culture people environment atmosphere attitide

      Cons

      lack of support in certain times

      Explore other reviews about Consolidated Planning

      5.0
      5 Feb 2026
      Business development associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Great people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.

      Cons

      Any job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.

      4.0
      18 May 2026
      Project manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Very great company work I really enjoyed working here. Good benefits good time off.

      Cons

      No cons at this time I truly enjoyed working here

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