Consolidated Planning
(5 Reviews)
At Consolidated Planning, we believe that you deserve one strategy and one place to organize your efforts, with one trusted financial professional to help protect your future and your finances. You need a financial professional who is skilled in conveying complex information in a simple way to educate you through your journey.
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In Business Since 1997
Sentiment Analysis
Admittedly I was hesitant talking to another Financial Advisor, but this experience was much more pleasant.
Jimmy Lewis is the most honest and hard working advisor I have ever worked with.
He is both professional and personable, and he patiently helps you through any financial needs or questions you might have.
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.
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.
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