Together Planning proudly celebrates its 11th anniversary, marking more than a decade of helping individuals and families achieve greater financial confidence. Since opening its doors on July 1, 2015, the firm has grown into a trusted financial planning and investment management company with three offices, eight employees, hundreds of ongoing client relationships, and nearly $200 million in assets under management. This milestone reflects the firm’s continued commitment to delivering personalized financial strategies and long-term guidance that empowers clients to make informed decisions.
Over the past eleven years, Together Planning has significantly expanded the value it provides. In addition to offering comprehensive financial planning and investment management services, the firm has refined its client service process and strengthened the depth of its financial advice. Today, Together Planning serves as a central resource for many clients, providing trusted guidance on important financial decisions and becoming the first call when questions arise.
Guided by its mission to help people worry less and enjoy life more, the firm works to reduce the stress and uncertainty surrounding financial planning so clients can focus on what matters most to them and achieve their personal goals with confidence. As Together Planning celebrates this important anniversary, the firm looks forward to helping even more individuals and families build secure financial futures in the years ahead.
To get more information about their financial planning and investment management services, please contact their office at 352-221-9300 or email jmallini@togetherplanning.com.
About Together Planning: Together Planning is a financial planning and investment management firm dedicated to helping clients make confident financial decisions through personalized advice and long-term relationships. By combining comprehensive planning, thoughtful investment management, and ongoing guidance, the firm helps individuals and families reduce financial stress and enjoy greater peace of mind while pursuing the life they envision. The firm proudly serves clients in Gainesville, Jacksonville, FL, and Roswell, GA.
Company name: Together Planning
Gainesville Office
Address: 2631 NW 41st Street Suite E-2
City: Gainesville
State: Florida
Zip code: 32606
Phone: 352-221-9300
Jacksonville Office
Address: 6821 Southpoint Drive N Suite 118
City: Jacksonville
State: Florida
Zip code: 32216
Phone: 904-476-7758
Roswell Office
Address: 599 W Crossville Road Suite 112
City: Roswell
State: Georgia
Zip code: 30075
Phone: 470-443-1808
Contact Name: Jud Mallini