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Business Profile

Investment Advisory Services

Consolidated Financial Management Group, Ltd.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

About

About This Business

Registered Investment Advisor providing Investment & Retirement Planning services for Individuals, as well as 401(k) and IRA based Retirement Plan services for Business.

Products and Services

Registered Investment Advisor providing Investment & Retirement Planning services for Individuals, as well as 401(k) and IRA based Retirement Plan services for Business.

Business Details

BBB File Opened:
2/19/2020
Business Started:
8/19/1998
Alternate Names:
Consolidated Financial Mgmt
Consolidated Financial Management
Consolidated Financial
Business Management:
Mr. Ed Bell, Owner/Member
Mr. Andy Roseberry, Managing Member
Mr. Jeff Bell, Investment Representative
Ms. Tanya McNier, Operations Coordinator
Ms. Taylor England, Operations Assistant

Additional Contact Information

Principal Contacts
Mr. Ed Bell, Owner/Member
Customer Contacts
Mr. Ed Bell, Owner/Member
Mr. Andy Roseberry, Managing Member
Mr. Jeff Bell, Investment Representative
Ms. Tanya McNier, Operations Coordinator
Ms. Taylor England, Operations Assistant
Additional Email Addresses
Primary: Email this Business

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