Platinum Financial Associates

Platinum Financial Associates is a financial advisory firm in Naperville, Illinois, that has worked with individuals, families and businesses for over two decades. Its services include investment management, financial planning, retirement planning, 401(k) and 403(b) rollover help, college planning, life and long-term insurance advice, and group health and employee benefit programs for businesses. The firm's CPAs and advisors pair investment management with tax planning.

The firm operates as a fiduciary, so it is legally bound to put clients' interests first. Clients can book a free consultation by phone or through the contact form on the website. Office hours are Monday through Thursday, 9am to 5pm, and the office is closed on Fridays through Sundays. Its website lists Chicago and the Chicagoland area among the places it serves.