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

    • 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