Tani Bruce

Administrative Assistant at Peachtree Planning

Tani Bruce's Professional Contact Details

Email (Verified)
****@peachtreeplanning.com
HQ
(404) 260-1600
Location
Atlanta, Georgia, US
Company
Peachtree Planning
Person Seniority
entry

Tani Bruce's Current Company Details

Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients' t...
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients' time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served 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 winning financial strategies for its individual and business clients. The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named AJC's 'Top Small Business Workplace'! - April 17, 2011 http://www.ajc.com/business/topworkplaces/peachtree-planning-corp-top-910046.html
Founded Year
1987
Organization Website
peachtreeplanning.com
Organization Languages
English
Organization Revenue
35000
Current Technologies
office 365
openssl
php 5 3
wordpress org
apache
google font api
typekit
google maps
google places
mobile friendly
vimeo

Job Functions

Finance
Marketing
Business Development
Sales
Human Resources
Information Technology
Accounting
finanical planning
insurance
financial services
wealth management
finance
investment management

Tani Bruce's Work History and Education

Peachtree Planning
Administrative Assistant
2006 - Present

Colleagues at Peachtree Planning

Professional Development
Executive Assistant
Financial Representative, Vice President
Registered Representative
Financial Advisor

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