Craft

Peachtree Planning

Peachtree Planning Summary

Company Summary

Overview
Peachtree Planning is a company that specializes in providing financial knowledge and strategies to individuals and business owners. It offers retirement and estate planning, investment, insurance, tax, money management, and other services.
Type
Private
Status
Active
Founded
1987
HQ
Atlanta, GA, US | view all locations
Website
https://www.peachtreeplanning.com
Cybersecurity rating
Sectors

Key People

  • John McCollum
  • Robert Mathis

    Robert Mathis, Founder and CEO, Emeritus

    • D. Bradley Stonecipher

      D. Bradley Stonecipher, Director of Investments, President, Emeritus

    • John E. Hill

      John E. Hill, President, Emeritus

      Operating MetricsView all

      Types of Services

      10

      May, 2024

      Client Types

      4

      May, 2024

      LocationsView all

      3 locations detected

      • Atlanta, GA HQ

        United States

        5040 Roswell Road

      • Birmingham, AL

        United States

        3500 Blue Lake Drive Suite 220

      • Brentwood, TN

        United States

        9019 Overlook Boulevard D-1

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