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Carolina Planning ConsultantsFinancial advisor in Concord, NC

Carolina Planning Consultants is a financial advisor at 323 Coddle Market Dr NW Suite 130, Concord, NC 28027, ranked #33 of 188 financial advisors in Concord and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Concord, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 786-4857Website ↗

Key facts

Key facts about Carolina Planning Consultants
Address323 Coddle Market Dr NW Suite 130, Concord, NC 28027Get directions
Phone(704) 786-4857
Websitecpcllp.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 1 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Concord and 11 towns within 25 miles: Kannapolis, Harrisburg, Huntersville, Davidson, Cornelius, Mooresville, Mint Hill, Charlotte, Matthews, Salisbury and Mount Holly.

Based in Concord, NCView on map

Opening hours

Opening hours for Carolina Planning Consultants
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Carolina Planning Consultants

How is Carolina Planning Consultants ranked in Concord?

Carolina Planning Consultants is ranked #33 of 188 financial advisors in Concord by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Carolina Planning Consultants’ hours?

Carolina Planning Consultants is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Carolina Planning Consultants serve?

Serves Concord and 11 towns within 25 miles: Kannapolis, Harrisburg, Huntersville, Davidson, Cornelius, Mooresville, Mint Hill, Charlotte, Matthews, Salisbury and Mount Holly. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Carolina Planning Consultants?

Carolina Planning Consultants has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Carolina Planning Consultants?

Call Carolina Planning Consultants on (704) 786-4857. The business is at 323 Coddle Market Dr NW Suite 130, Concord, NC 28027. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Carolina Planning Consultants compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Carolina Planning Consultants (this business)—655.0 (3)NoNo
RB WEALTH PARTNERS#31665.0 (28)YesNo11.9 mi
Carnegie Private Wealth#32665.0 (52)NoNo20.1 mi
Victory Wealth Management, Inc.#34655.0 (3)NoNo12.3 mi

See all 188 ranked financial advisors in Concord