Consolidated Planning
(6 Reviews)
From an advisor's perspective, Consolidated Planning stands out from other firms thanks to a unique infrastructure of advisor support and a host of talented individuals united for a common purpose. Our humble beginnings go back to 1981 when four advisors developed and shared a philosophy about planning that put the client first, challenged conventional wisdom, and contrasted with the transactional nature of the industry.
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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.
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 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 is excellent to work with and treats you like you are his top priority.
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