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Consolidated Planning

Is this your company?

A great place - inside & out - Case Manager Consolidated Planning Employee Review

5.0
11 Nov 2021
Recommend
CEO approval
Business outlook

Pros

The culture is very supportive and team-oriented, close-knit, my 'CP family'. Goals and priorities are clearly communicated and support is given to attain them.

Cons

The ability to work from home is great and allows me to get more work done instead of sitting in traffic -- but I miss the office atmosphere, I miss seeing and spending time with my 'CP family'

Explore other reviews about Consolidated Planning

5.0
5 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.

Cons

Any job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.

4.0
18 May 2026
Recommend
CEO approval
Business outlook

Pros

Very great company work I really enjoyed working here. Good benefits good time off.

Cons

No cons at this time I truly enjoyed working here

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