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Birmingham, AL

3500 Blue Lake Drive Suite 220
BirminghamAL 35243

Monday-Friday: 8am – 5pm

Phone: 205-533-9452
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When it comes to embracing both traditional Southern charm and modern sophistication, few cities do it quite as well as Birmingham. Birmingham is unique; it is not only one of our nation’s most historically significant cities, it also decidedly eclectic and diverse in culture and entertainment. Let’s start with history.

Locals and tourists looking to get a glimpse into Birmingham’s past should visit Sloss Furnaces National Historic Landmark, the deep Civil Rights movement roots of Sixteenth Street Baptist Church, the Birmingham Civil Rights Institute, the Sadler Plantation House, and the Vulcan Statue. Once you’re taken in these significant historical sites, you may be interested in a tasting at a trendy wine lounge, enjoying world-class cuisine, or hearing incredible live music in the Iron City’s bustling downtown.

No matter where your interests lie, Birmingham has something for everyone making Alabama’s largest city a great place to live and work.

Located in the Five Points South section of Birmingham, Peachtree Planning is committed to helping the Iron City residents and businesses find financial balance. From whole life insurance and disability income insurance to business planning and wealth management, our financial advisors and insurance agents work closely with every client to devise holistic planning approaches for asset protection and growth. We always listen to your goals and treat you like family.

We live our values in everything we do, including community involvement. Peachtree Planning is honored to work with exceptional philanthropic organizations in Birmingham including Leukemia Lymphoma Society, Alabama Council on Economic Education, Children's Harbor, Community Foundation of Greater Birmingham, Triumph Services, Ronald McDonald House Charities of Alabama, Rotaract Club of Birmingham, Birmingham Kiwanis Foundation, and United Way of Central Alabama.

We look forward to helping you plan for today and tomorrow with an uncommon approach to financial planning.

For more information on our products and services, please check out our website. To schedule an appointment with a Birmingham team member, please call 205-533-9452 or email us.

Contact the Birmingham team

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