At Peachtree Planning of Cartersville, creating financial harmony is what we do for our clients. We combine entensive experience and unsurpassed client service to implement optimal financial strategies.
Gene Lee and Chuck Nida, Registered Representatives and Financial Advisors, Jay Milam, Registered Representative of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. Securities products and services are offered through PAS, a registered broker dealer and investment advisor, 1-800-366-0839. Gene Lee, Chuck Nida, Jay Milam, Chris Moreland, and Scott Richards, Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian.
Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC
Liscenced in the state of Georgia.
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