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We’re just a call or email away. Our team is ready to provide personalized assistance, answer your questions, and guide you toward financial clarity and success.
We’re just a call or email away. Our team is ready to provide personalized assistance, answer your questions, and guide you toward financial clarity and success.
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(941) 444-5260
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rw@platinumplanninginc.com
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534 South Pineapple Avenue, Sarasota, FL 34236
Investment Advisory services offered through Platinum Planning, Inc., which is a Registered Investment Adviser. Securities offered through Trade-PMR Inc., member FINRA/SIPC. Platinum Planning, Inc. is a Registered Investment Adviser located in Sarasota, FL. Platinum Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Platinum Planning's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Platinum Planning web site on the internet should not be construed by any consumer and/or prospective client as Platinum Planning's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. All information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Check the background of our Investment Professionals on FINRA's BrokerCheck here.
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534 South Pineapple Avenue, Sarasota, Florida 34236, United States