• Peachtree Planning Corporation

    • Investment Services
    • Financial Advisor
    • Insurance
    111 Leake Street
    Cartersville, GA 30120
    (770) 386-6304
    (770) 386-1058 (fax)
    Hours:
    Monday through Thursday: 8:30am to 4:30pm
    Friday: 8:30am to Noon
    • About

      Peachtree Planning specializes in providing financial knowledge and strategies to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a time tested financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients.

      Securities offered through Park Avenue Securities, LLC, an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America and a member of FINRA and SIPC. 2018-61264 exp-6/20

    • Whom to Contact

      • Josh Brock
        Financial Representative
        111 Leake Street
        Cartersville, GA 30120
        Phone: (770) 386-6304
        Cell Phone: (770) 608-7009
        Fax: (770) 386-1058
      • Mike Fields
        Registered Representative
        111 Leake Street
        Cartersville, GA 30120
        Phone: (770) 386-6304
        Fax: (770) 386-1058
      • Gene Lee
        Vice President, Senior Partner
        111 Leake Street
        Cartersville, GA 30120
        Phone: (770) 386-6304
        Fax: (770) 386-1058
      • Jay Milam
        Financial Representative
        111 Leake Street
        Cartersville, GA 30120
        Phone: (770) 386-6304
        Fax: (770) 386-1058