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Stephanie Lenczowski
Stephanie brings to Peachtree Planning a passion for helping individuals, families, and small business owners reach their personal, financial, and professional goals. Assisting people with generating and protecting wealth, securing their retirement and maximizing tax efficiencies are key goals that she aims for with all of her clients. Stephanie believes in holistic financial planning, the result of which is an integrated approach to managing her clients' finances over the course of their lives, encompassing all stages of personal and business growth.
Prior to joining Peachtree Planning in 2010, Stephanie spent ten years as a sales professional for two Fortune 500 companies working with specialty physicians. In addition, she served her community for several years working with foster children and elderly patients residing in nursing facilities.
Stephanie graduated with a BA in Social Work from Alvernia College in Reading, Pennsylvania.
Stephanie resides in Vinings with her husband Troy and their daughter, Elle Phillips. Stephanie is a member of St. Phillips Cathedral. Stephanie is an active volunteer for Whitefield Academy as well as The First Tee of Atlanta. In her leisure time, she enjoys playing golf, spending time with her family, and reading financial literature.
Her office is located at 5040 Roswell Road, Atlanta, Georgia 30342. The phone number is 404-260-1681 and the fax number is 404-260-1781. Her email address is Stephanie.Lenczowski@peachtreeplanning.com.
Stephanie Lenczowski, Registered Representative of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. Securities products/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
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5040 Roswell Road, Atlanta, Georgia 30342
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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