Consolidated Financial

Empowering your financial future with comprehensive investment and retirement planning services.

General Information
Company Name
Consolidated Financial
Founded Year
1998
Location (Offices)
Founders / Decision Makers
Number of Employees
-
Industries
Financial Services
Funding Stage
-
Social Media

Consolidated Financial - Company Profile

Consolidated Financial is a prominent player in the financial services industry, specializing in investment and retirement planning for individuals as well as offering retirement plan services for businesses. Established in 1998, the company's mission is encapsulated in its slogan - "Empowering your financial future with comprehensive investment and retirement planning services." Consolidated Financial's suite of services encompasses a wide array of financial planning areas, including college funding, employee benefits coordination, social security analysis, charitable contributions, asset titling, and asset distribution.

Taxonomy: investment planning, retirement planning, registered investment advisor, college funding, employee benefits, social security analysis, charitable contributions, asset titling, asset distribution, financial advisor, retirement plan services, individuals, businesses, comprehensive services

Funding Rounds & Investors of Consolidated Financial (0)

View All

There is no investment information

Latest News of Consolidated Financial

View All

No recent news or press coverage available for Consolidated Financial.

Similar Companies to Consolidated Financial

View All
Capital Portfolio Advisors,Inc. - Similar company to Consolidated Financial
Capital Portfolio Advisors,Inc. Empowering your financial future with tailored investment and planning expertise
Financial & Tax Architects - Similar company to Consolidated Financial
Financial & Tax Architects Your Retirement Professors
Public Safety Financial/Galloway - Similar company to Consolidated Financial
Public Safety Financial/Galloway We offer a “one-stop” solution for our clients’ investment needs.
Stadion Money Management - Similar company to Consolidated Financial
Stadion Money Management Custom solutions for retirement plan advisors, plans and participants.
Baobab Wealth Management - Similar company to Consolidated Financial
Baobab Wealth Management Growing Old is Mandatory. Doing It Well Is Optional.