Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > South Carolina > Columbia > Gregg Helman, CFP®, CLU
Find the Certified Financial Planner™
Who's right for you.

Gregg Helman, CFP®, CLU

Consolidated Planning, Inc.

2725 Devine St
Ste 100
Columbia, SC 29205
Phone: (803) 661-6183
Fax: (803) 753-9047

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Long-term Care
  • Succession Planning

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.