Financial Reps
<< back
Dick Smith - Senior Vice President
Richard (Dick) Smith has been providing sound financial advice to his clients since (Year). He graduated with an AB degree in Economics from Mercer University in 1966. He is the recipient of several professional organizational awards and honors including, qualifying and life member of the Million Dollar Round Table. He was awarded Peachtree Planning’s highest honor, the Rodney Mims Cook Cup, in 1990, for excellence in client service.
Dick began his career with Peachtree Planning Corporation as a Founding Partner in 1987. Dick was selected as a Senior Vice President in 1989 and is currently a Partner in the Macon office. He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management. Dick develops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possible.
Today, Peachtree Planning Corporation is one of the Southeast’s premier financial services firms, focused on understanding the specialized and dynamically changing needs of its executive and professional clients. The firm develops, implements and utilizes strategies to help maximize client's time and money.
Dick is active in his community, where he is a member of Idle Hour Country Club. He is also a member of the Amelia Island Club. His office is located at 3643 Vineville Avenue, Macon, Georgia 31204. The phone number is 478-471-6166 and the fax number i s 478-471-6258. His email addres s i s Richard.Smith@peachtreeplanning.com.
Richard Smith, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
#2008-8510
5040 Roswell Road, Atlanta, Georgia 30342
[Site Map]
 |
 |
 |
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms