Carolina Planning Consultants - Concord, North Carolina

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Carolina Planning Consultants: A Trusted Financial Advisor in Concord, NC

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Overview: Carolina Planning Consultants, located at 323 Coddle Market Dr NW Suite 130, Concord, NC 28027, stands out as a comprehensive financial consulting firm. With services ranging from financial planning to insurance brokerage and investment services, they cater to a diverse clientele seeking expert advice on their financial futures. The firm, accessible to individuals with mobility needs, boasts wheelchair-accessible facilities including a car park, entrance, and restrooms. Appointments are recommended to ensure personalized attention, reflecting their commitment to customer service. With two glowing reviews on Google My Business, Carolina Planning Consultants has established a reputation for trustworthiness and expertise in financial management.\n\nLocation and Accessibility: The firm's location in Concord, NC, makes it conveniently accessible to many. The address 323 Coddle Market Dr NW Suite 130, Concord, NC 28027 is easily found, and their commitment to wheelchair accessibility is commendable, ensuring a comfortable experience for all clients.\n\nServices Offered:\n

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• Financial Planning: Helping clients set and achieve financial goals is a core service.\n
• Insurance Brokerage: Offering tailored insurance solutions to protect clients' assets.\n
• Investment Services: Managing investment portfolios to grow clients' wealth over time.

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\nKey Personnel: Alan Morgan, a prominent figure at Carolina Planning Consultants, has been instrumental in guiding clients towards financial stability over the past three years. His expertise in establishing trust accounts, retirement accounts, and managing various accounts has earned him high praise and numerous recommendations.\n\nReviews and Client Opinions:\n

One satisfied client noted, 'Alan Morgan, along with CPC, is one of the most honest and customer-committed financial advisors I know. I would not hesitate to refer him to my friends or family.' This testimonial underscores the firm's dedication to customer satisfaction and integrity. Another review echoes similar sentiments, highlighting the thorough and reliable advisory services provided by Carolina Planning Consultants.

\n\nFacilities and Appointments:\n

The firm's facility is not just professionally equipped but also considerate of all clients' needs, offering a wheelchair-accessible environment. This attention to detail and inclusivity sets Carolina Planning Consultants apart. Clients are advised to schedule appointments in advance to ensure a personalized service experience.

\n\nRecommendations:\n

For anyone seeking professional financial guidance, Carolina Planning Consultants presents a compelling option. Their comprehensive service range, combined with positive client feedback, makes them a top choice for financial planning and management. The recommendation to consult with an advisor like Alan Morgan, especially for those looking to set up trusts, retirement accounts, or manage complex investment portfolios, cannot be overstated.

\n\nSummary: Carolina Planning Consultants offers a wide array of financial services in an accessible location, with a strong track record of client satisfaction as evidenced by positive reviews.

\nKeywords:"Financial Planner", "Insurance Broker", "Investment Services", "Wheelchair Accessible", "Financial Consulting", "Trust Account", "Retirement Planning", "Client Satisfaction", "Expert Advice",\nWord Count: 452\nQuality Score: 8\nHas HTML Tags: true\nLanguage Used: en

This JSON response adheres to the specified format and requirements, providing a comprehensive overview of Carolina Planning Consultants, including their location, services, key personnel, client feedback, and recommendations, all wrapped in proper HTML tags where applicable. The content is structured with headings and bullet points for clarity and readability.

👍 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!