Beth Brown - Office Manager
Our Firm moved to Planmark several years ago as our plan really began to grow. Fred and Rhonda have been great to work with. They not only ensure that we properly fulfill our fiduciary duties and stay compliant as new requirements are introduced but they also seek to educate and counsel. We feel lucky to have them as a partner.
Our Pediatric practice has used Fred Livingston of Planmark Capital Management since 2002. He has been very professional in all our endeavors. His knowledge, patience and teaching have made it a very successful experience for me and my practice. I give Fred my highest recommendation.
As a Human Resource executive for over 30 years, I am pleased to recommend the services of Planmark Financial. We have had an excellent relationship with them and consider the customer service provided by Fred Livingston and Rhonda Tate to exceed our expectations. Fred’s weekly newsletter is also a good source of market information for our employees.
Planmark Financial Group
11720 Amber Park Drive, Ste. 150
Alpharetta, GA 30009