Platinum Financial Associates, Inc.

5 (3 reviews)

Local Services

About This Business

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.

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Platinum Financial Associates, Inc.

1064 104th Street Suite 100
Naperville, Illinois 60564
United States

6308196040

www.platinumfinancialassociates.com

Mon 9 AM–5 PM
Tue 9 AM–5 PM
Wed 9 AM–5 PM
Thu 9 AM–5 PM
Fri Closed
Sat Closed
Sun Closed

Customer Reviews

Dave Flynn 10 years ago

I have been working with Platinum Financial Associates for over 10 years. I have been very impressed with their commitment to my financial needs. They listen to our long term goals and work with us to put a plan in place to help us achieve them. The group at Platinum is very professional, dedicated and responsive to our needs. They have extended office hours which makes it easy to meet with them on a regular basis.nOverall, I am very pleased with Platinum and have recommended them to a number of my friends already.

Richard Jorgensen 10 years ago

I have been very pleased with the service and commitment that I've received from Sue, Diane and everyone at Platinum Financial Associates for many years. They are always very helpful answering questions and researching whenever necessary. We highly recommend Platinum Financial Associates.