Business Details
About
Financial PlannerFinancial ConsultantInsurance AgencyInvestment ServiceLife Insurance AgencyGuardian Life Insurance
Peachtree Planning, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide
Location
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Reviews
3.9
11 reviews
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- JMJD MDec 8, 20251.0Peachtree is not what they seem. Everything is great if the investment is positive and they can get credit. I have been with them over 12 years and have significant investments. However they also sold me a bum product that cost me ~$38,000 compared to if I left it where it was. Then charged me another ~$14,000 in fees to get out. Dustin Dawes disappears when you need him the most. Don’t trust them, find someone else.
- DODaniel Carlisle Brown, DPT, COMT, OCSSep 7, 20251.0Had an unfortunate experience with Andrew Andreotta as communication was not there, and management of my funds were not done as I requested and I missed out of contributing to my Roth for the fiscal year. Unable to say anything about the actual others at the company— but I would not recommend this individual due to a mistake that cost me significantly in my long term wealth outlook.
- SFSocratic FellaMar 16, 20221.0They push one product. Stay away.
- HBHorace BixbyJul 2, 20195.0John Spann IV and Andrew Shibley are great at what they do, and they are pleasant to be around.
Frequently Asked Questions About Peachtree Planning
What services does Peachtree Planning offer?
Peachtree Planning provides financial guidance and products including life insurance, disability income insurance, annuities, wealth management, investments, dental, vision, and 401(k) plans as part of Guardian's offerings.
Where is Peachtree Planning located?
Peachtree Planning is located at 9019 Overlook Blvd, Ste D1, Brentwood, TN 37027-2740, USA.
What are the business hours of Peachtree Planning?
Peachtree Planning is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Peachtree Planning by phone?
You can reach Peachtree Planning by phone at +1 615-376-8300.
Is there an email address to contact Peachtree Planning?
Yes, you can email Peachtree Planning at info@peachtreeplanning.com.
Does Peachtree Planning have a website?
Yes, their website is https://www.peachtreeplanning.com/brentwood.
How might nearby Iris Medical Group be useful when visiting Peachtree Planning?
Iris Medical Group, a nearby health and medical facility, can be convenient for clients who may need medical or personal care services before or after their visit to Peachtree Planning.
Are there other financial service providers near Peachtree Planning?
Yes, nearby financial service providers include Derek Granger at Peachtree Planning, Garrett Williamson, CFP, Spann Financial Group, and Whit Smith - Financial Advisor, Ameriprise Financial Services.
What nearby places can offer counseling or mental health services near Peachtree Planning?
Nearby counseling and mental health services include White House Sport Psychology, The Healing Ground Collective, Made Whole Counseling LLC, Thrive Counseling and Workshops, and Counselor.
What are some other useful nearby services or places around Peachtree Planning?
Additional nearby places include Rolling Hills Community Church for spiritual needs, Nashville Coin & Currency, Inc. for currency exchange, and SWBC Mortgage Brentwood for mortgage services, which may be useful for clients with varied needs.