Platinum Financial Associates

Financial Services • Naperville, Illinois, United States • 1-10 Employees

Company overview

Headquarters	1064 104th Street, Naperville, IL 60564, US
NAICS	52
Keywords	Employee Benefits, Wealth Management, Disability Insurance, College Planning, Health Insurance, Retirement Planning, Life Insurance, Financial Planning, Cash Management, Group Health Insurance, 401K, Iras, Long-Term Care Insurance, 529 Plans, Financial Security, Rollovers, 403B, Investment Guidance, Personal Financial Goals, Business Financial Goals
Founded	2000
Employees	1-10

Key Contact at Platinum Financial Associates

Susan Lewis

Founder & CPA

About Platinum Financial Associates

GAIN CLARITY & CONFIDENCE Platinum Financial Associates, Inc. is a full-service brokerage and investment firm serving individuals and businesses. Our mission is to help you achieve financial security for yourself, your family or your business. FINANCIAL ROAD MAPS FOR ALL STAGES OF LIFE For two decades, we’ve earned the trust of our clients because we don’t sugar coat. Instead, we give you the facts, weigh the pros and cons and tailor a plan that fits your age and risk tolerance. SERVICES FOR INDIVIDUALS FINANCIAL PLANNING - From first job to nearing retirement and everything in between, we dive right in with you to create a tailored plan to hit your goals. 401K, 403B & IRA INVESTMENTS & ROLLOVERS - Get expert analysis to understand all your options, fees and tax implications of rolling over your account. INVESTMENT GUIDANCE - Grow your portfolio with our sound investing and managing services for both retirement and non retirement accounts. COLLEGE PLANNING - We’re committed to helping families invest in their children’s futures, including 529 college planning investment and review. INDIVIDUAL INSURANCE PLANNING - We offer guidance to find the best fit for life, health, disability and long-term care insurance for optimum security and protection. SERVICES FOR BUSINESSES RETIREMENT PLANNING - We design, implement and manage retirement company-sponsored plans, including 401K, SEP and SIMPLE plans. CASH MANAGEMENT - Secure more capital to invest back in your business with our cash management analysis and recommendations. GROUP HEALTH INSURANCE - Whether you’re a small business or a corporation, we assess your options to find plans that fit your budget and bolster your employee benefits. DISABILITY INSURANCE - Should an illness or injury prevent an employee from working, disability insurance ensures a continued source of income. ACHIEVE YOUR GOALS Let's start a conversation today. Please contact Diane at (630) 548-9600.

Platinum Financial Associates revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Platinum Financial Associates has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Platinum Financial Associates has never raised funding before.

Frequently asked questions

Platinum Financial Associates is located in Naperville, Illinois, US.

Platinum Financial Associates was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Platinum Financial Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Platinum Financial Associates

Susan Lewis

Founder & CPA

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