Brooks Gregory Email & Phone Number

For the last 22 years, I have been serving my clients needs and wants by getting to know who they really are and what they really want.What this means is that I try to get the people who work with me to get more in touch with their goals and visions, to learn more about how money works and the opportunities that exist for them, to help see their visions become reality, and to achieve the confidence that their plan will hold up even in the worst case scenario.My goal is for my clients to become confident with who they are and where they are going financially.Specialties: I specialize in estate planning strategies, wealth protection, asset allocation building, retirement planning, qualified plans, group/business planning, risk management, and wealth building strategies./COMPLIANCE:2024-163/

Listed skills include Financial Services, Planning, and Peachtree.

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  Financial Representative

  Peachtree Planning

  May 2000 - Present

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 Corporation is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.