Peachtree Planning of TN
Offers remote services
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Offers remote services
Discounts available
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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
Serves Brentwood, TN
Background checked
License verified
100 employees
34 years in business
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
5 reviews
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Chris M.
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.
Aug 12, 2021
CHINEDU O.
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.
Aug 5, 2021
Samantha D.
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!
May 20, 2021
Craig C.
Garrett is a fantastic communicator and you’ll leave any conversation with more knowledge on your financial situation! Highly recommend him!
May 11, 2021
Jeremy J.
Garrett is a fantastic planner with loads of patience and humility. Moreover, he genuinely loves helping others reach their financial goals.
Jan 9, 2021
Credentials
License
License Type: Investment Adviser Representative (TN)
License verified on 1/13/2021
Background Check
Garrett Williamson