Business Description
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.
Address & Contact
- Street:
- 111 Leake Street
- Postcode:
- 30120
- City:
- Cartersville
- State:
- Georgia
- Zip:
- 30120
- Phone:
- 770-386-6304
- Website:
- http://ppccartersville.com
- Category:
- Bank Financial Services
Map & Directions
CUSTOMER ADVICE
Assessing a Business Before Reaching Out
Check Reviews and Ratings: Look at the reviews and ratings provided by other customers to gauge the reputation and reliability of the business. Verify Contact Information: Verify the phone numbers and email addresses listed. Visit the business's official website if available. Confirm Business Location: Double-check the business location using the Google map provided.
Ensuring Connectivity
Working Hours: Verify the business's working hours to ensure your call will be answered. Be aware of any holidays or special closures. Alternate Contact Methods: If the primary phone number is not responsive, look for alternate contact methods such as email or social media handles.
Defending Your Private Information
Avoid Sharing Sensitive Information: Do not share personal information such as your social security number, credit card details, or passwords over the phone or email. Confirm Identity: Make sure the representative is legitimate. Check their name and position on the business's official website. Before proceeding with any legal matters, consider familiarizing yourself with local $stateName state laws. It is also advisable to seek guidance from a certified privacy legal expert to ensure compliance and to secure your rights and interests. You can find more information here by searching for a certified privacy legal expert.
Environmental and Operational Requirements
Weather Check: Ensure the weather is suitable before planning your visit, particularly in areas with extreme weather. Operational Status: Confirm that the business is operational on the day you plan to visit, considering public holidays and any reported closures.
Reporting Disagreements or Issues
Handling Disputes: Document any legal issues or disputes and seek legal advice. Consider reporting the issue to consumer protection agencies. Address Listing Errors: Report any inaccuracies such as closed businesses, wrong phone numbers, or incorrect addresses. Submit a report using the following form: Contact Us Form
Appraising Businesses
Post a Review: If you want to review a business, share your experience on the specific business's Facebook page or Google Local Business listing. This helps others in making informed decisions.