Peachtree Planning Corporation
- Employees in region:
- 66
- Sector:
- Financial Services & Insurance
- HQ location:
- Atlanta, GA
Top Workplace
’11, ’12, ’13
’11, ’12, ’13
About Peachtree Planning Corporation
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.
What employees say
“I am surrounded by concerned, caring people.”
“We are treated with respect by all and given the recognition we need to feel good about the job that we do.”
“Great vision and knowledge of where we are, where we need to be and how to get there.”
“Peachtree Planning takes time to mentor every FR so that they have a great chance of having a successful career, and they really care how you are doing.”
“I love that there is a collective team effort towards every aspect of the agency. People are very willing to go out of their way to better the group.”