Platinum Financial Associates, Inc.

Platinum Financial Associates: Financial planning and investment management. Platinum Financial Associates has provided personalized financial services to individuals and businesses nationwide since 1991. As CPAs and licensed insurance agents, we off...

Platinum Financial Associates: Financial planning and investment management. Platinum Financial Associates has provided personalized financial services to individuals and businesses nationwide since 1991. As CPAs and licensed insurance agents, we offer comprehensive services in portfolio management, retirement, financial and college planning, and a variety of insurance strategies, including health, life, long-term care and disability. Our dedication to individualized attention and transparent communication seeks to deliver exceptional financial services that aim to exceed your expectations and help you build your financial strategy. Contact us for a free consultation. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.