Relationship with Money with Peachtree Planning's Ande Frazier

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  • Опубліковано 13 гру 2024
  • By understanding your true feelings and values about money, we can help you make financial decisions that align with your broader life goals and purpose. Visit www.peachtreeplanning.com to learn more.
    Ande Frazier CFP®, CLU, ChFC, RICP, ChSNC, CDFA®, CEPA, CExP
    Financial Advisor
    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP board's initial and ongoing certification requirements.
    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342.404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning of North Georgia is not an affiliate or subsidiary of PAS or Guardian.
    This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
    2024-179830 Exp 8.2026

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