Peachtree Planning
Finance · Georgia, United States · 51-200 Employees
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Overview
Headquarters
5040 Roswell Rd Ste 100, Sandy Springs, ...Phone Number
(404) 260-1600Website
www.peachtreeplanning.comRevenue
$9.9 MillionIndustry
About Peachtree Planning
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. The company develops, implement and utilize financial strategies to help maximize the company's 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 proven 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. The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business.Read more
SIC Code 62,628NAICS Code 52,523Show morePeachtree Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Peachtree Planning
$9.9M
51-200
Private
<$5M
1987
JO
Julie OrantesChief Financial Officer & Senior Accounting Specialist
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Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. The company develops, implement and utilize financial strategies to help maximize the company's clients time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm... Read More