Peachtree Planning Revenue and Competitors

Atlanta, GA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Peachtree Planning's estimated annual revenue is currently $45.3M per year.(i)
  • Peachtree Planning's estimated revenue per employee is $231,000

Employee Data

  • Peachtree Planning has 196 Employees.(i)
  • Peachtree Planning grew their employee count by -3% last year.

Peachtree Planning's People

NameTitleEmail/Phone
1
Investment Advisor, VPReveal Email/Phone
2
VPReveal Email/Phone
3
Financial Representative, VPReveal Email/Phone
4
Senior Executive & VP, Advanced PlanningReveal Email/Phone
5
VPReveal Email/Phone
6
VP PensionsReveal Email/Phone
7
VP, UnderwritingReveal Email/Phone
8
EVPReveal Email/Phone
9
Managing DirectorReveal Email/Phone
10
Agency Control OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.1M280%N/AN/A
#2
$6.4M38-5%N/AN/A
#3
$5.7M3421%N/AN/A
#4
$39M1693%N/AN/A
#5
$42.5M184-6%N/AN/A
#6
$10.4M55-2%N/AN/A
#7
$6M3650%N/AN/A
#8
$42.5M184-3%N/AN/A
#9
$22.5M107-6%N/AN/A
#10
$16.6M791%N/AN/A
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What Is Peachtree Planning?

Peachtree Planning specializes in providing financial knowledge and solutions 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 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.\n\nPeachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named AJC's "Top Small Business Workplace"! - April 17, 2018\n\nPeachtree Planning of Georgia, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-100372 Exp. 5/22

keywords:N/A

N/A

Total Funding

196

Number of Employees

$45.3M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Peachtree Planning News

2022-04-20 - Whittington, Connie

She left Piedmont to become Director of Nursing for Peachtree ... FDA Orthopedic Rehabilitation Panel, medical planning committee for the...

2022-04-17 - BBJ's Best Places to Work for 2022 unveiled - Birmingham ...

Peachtree Planning. Retail Specialists. Swagelok Alabama | Central & South FL | West TN. Medium (25-99 employees).

2022-04-06 - Brookhaven Planning Commission recommends approval on ...

The Brookhaven Planning Commission has officially recommended approval ... future developments in the commercial area along Peachtree Road.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$59.7M2017%N/A
#2
$48.9M2024%N/A
#3
$33M207N/AN/A
#4
$81.7M2252%N/A
#5
$36.8M2311%N/A