Consolidated Planning, Inc.
127 South Main Street, Summerville, SC 29483
Location & Phone number
127 S Main St, Summerville, SC 29483, United States
About the Business
Consolidated Planning, Inc. is a finance and insurance agency located at 127 South Main Street in Summerville, South Carolina, United States. With a focus on providing comprehensive financial planning and insurance solutions, Consolidated Planning, Inc. is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring that they receive the guidance and support necessary to make informed financial decisions. Whether you are looking to plan for retirement, protect your family with insurance coverage, or grow your wealth through strategic investments, Consolidated Planning, Inc. is committed to helping you secure a stable financial future.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I cannot say enough great things about Jay McCown. He was patient and professional with my wife and I. He took his time explaining the process and made us feel comfortable with the recommendations he made. Admittedly I was hesitant talking to another Financial Advisor, but this experience was much more pleasant. Would recommend to any one with financial needs or just someone to review what they have."
"Jimmy Lewis is the most honest and hard working advisor I have ever worked with. I can't say enough good things about him. You will not go wrong if you work with him."
"Me and my wife work with Jimmy here for all our financial planning. He's really good at educating us about what is good strategy and what isn't, and he's been a huge help to us in getting our retirement planned out. I would highly recommend him to anyone who plans to retire some day (that means you!)"
"Jimmy Lewis is a consummate professional and will walk you step-by-step through your finances and help you create a sustainable wealth-building plan for retirement. He's knowledgeable, honest, and trustworthy. Don't just "hope" you have enough for retirement, know it for certain. Consolidated Planning has many tools in their back pocket to make sure your financial future is secure."
"I honestly can’t say enough good things about Jimmy Lewis and the service he provides. He is both professional and personable, and he patiently helps you through any financial needs or questions you might have. I highly recommend him to anyone, young or old, who might be in need of financial planning and/or advice. I’ve talked and worked with many financial advisors throughout the years, and Jimmy is the best."
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