Jay Milam Email & Phone Number

Advises clients on a variety of financial matters including retirement planning, investments and risk managementDevelops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possiblejay.milam@peachtreeplanning.com/COMPLIANCE:2024-3763/

Listed skills include Retirement Planning, Investments, Finance, Securities, and 14 others.

• 

  Financial Representative

  Peachtree Planning Corporation

  May 2005 - Present - Cartersville, Georgia

  Metro Atlanta's TOP SMALL WORKPLACE2011 AJC Survey of local businessesPeachtree Planning specializes in providing financial knowledge and strategies to individuals and business owners to help maximize time and money. Serving the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing comprehensive financial strategies for its individual and business clients.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta GA, 30342, 404-2601600. 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 is not an affiliate or subsidiary of PAS or Guardian.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.