Peachtree Planning of TN
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Introduction: As a CERTIFIED FINANCIAL PLANNER™ I take pride in providing you a holistic plan, taking time to consider how your cash flow, liabilities, savings structure, taxes, and investments all work together to meet your values. Together, we'll have a series of conversations to provide you not only with a plan, but an understanding of a variety of financial concepts and how they impact you. Lastly, you will have a support system with a team of professionals to help you make the best financial decision for yourself and your family. I look forward to learning about you!
Overview
Hired 2 times
Background checked
100 employees
37 years in business
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Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
5 reviews
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Jeremy J.
Jan 9, 2021
Garrett is a fantastic planner with loads of patience and humility. Moreover, he genuinely loves helping others reach their financial goals.
Craig C.
May 10, 2021
Garrett is a fantastic communicator and you’ll leave any conversation with more knowledge on your financial situation! Highly recommend him!
Samantha D.
May 19, 2021
Garrett has been fantastic. There's so many things I didn't think of, and he is getting myself and my family on the right track to not only be fully covered but to have more financial freedom!
CHINEDU O.
Aug 5, 2021
Garrett!! You are such an exceptional fellow and I appreciate all you do for me to ensure I’m on the right track with my finances. You go above and beyond for me. I wasn’t sure I was going to be this open to someone that approached me through LinkedIn to help with my financial planning but I don’t know how you did it. You’re on top of your game and I appreciate your value, punctuality and professionalism as well.
Chris M.
Aug 12, 2021
Garrett is very knowledgeable and extremely professional. My wife and I went in blind and had no idea what we were hearing or what we needed to do. Garrett walked us through everything showing extreme patience and understanding. I now send all of my friends/family/clients Garrett's information because I know that he will help them secure a better financial future.
Credentials
Background Check
Garrett Williamson