Peachtree Planning Corp
- Employees in region:
- 53
- Sector:
- Financial Services & Insurance
- HQ location:
- Atlanta, GA
Top Workplace
’11, ’12
’11, ’12
Exceptional
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About Peachtree Planning Corp
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, when Bob Mathis, CEO, started the firm with a strategy of serving 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 clients. Peachtree Planning Corporation/The Southeast Agency has $2.314 billion in assets under management*, and has more than 155 financial representatives in over 45 offices throughout Georgia, Alabama, Tennessee, North Carolina, and South Carolina.
What employees say
“I am given flexibility to get my job done from home. Also, the senior management team are highly respected in our field and treat me like I am a key player in helping them achieve their goals.”
“The people I work with are of high moral character, and strive to do their very best when serving our clients.”
“Because of what we know about financial matters, we know we really make a difference in our clients' lives.”
“I enjoy working for one of the leaders in the industry and being a part of a successful organization.”
“Is respectful, treats others at all levels well, and is appreciative and considerate.”
“I get to enjoy unlimited income potential and benefits that will provide a life well lived in retirement to reward a career spent helping clients to do the same! ”
