Platinum Wealth Advisors |
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Our Company Platinum Wealth Advisors.

Platinum Wealth Advisors will help you Grow, Preserve and Manage your Wealth. Learn how Retirement Planning is a specialized conservative approach to investing and financial planning. Attend one of our retirement workshops at UCLA, Cal State Long Beach or El Camino College. Platinum Wealth Advisors is a financial planning firm that focuses on Retirement Planning. Most financial broker/advisors are only interested in growth. And while growth is important, when preparing or living in retirement, the primary concern should be Reducing Risk!

Josh Stivers founded Platinum Wealth Advisory in 2009 with the belief that wealth consists of much more than dollar and cents. It is Josh’s goal to help clients find true lasting value as a result of placing their finances against the proper backdrop of their life picture. Donald Murphy is the founder of Platinum Wealth Advisors and co-founder of Platinum Life Financial and Insurance Services. He is an Investment Advisor Representative and has been providing financial advice for over 32 years. Please note that Platinum Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Platinum Wealth Advisors assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Websites such as this are not impartial and are provided in connection with advertising and marketing of Platinum Wealth Advisors and Garrett Devine. Individual. A Platinum Wealth Group financial advisor can help you take a look at your overall financial situation. Then your advisor will offer ideas and recommendations about investment strategies that fit your goals, risk tolerance and timeline.

Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most. Platinum Wealth Solutions of Texas - 3522 Paesano's Parkway, Suite 100, San Antonio, TX 78231. We are licensed to sell Insurance Products in the following states: Michigan, Texas. We are registered to to sell Securities in the following states: Michigan, Texas. What makes you different from other financial advisor marketing companies? Every one of our members receives a custom action plan and a Platinum Marketing Specialist to help keep them accountable. We also provide all the marketing tools, compliance assistance, and fulfillment needed to succeed. Platinum Wealth Advisors is an Ohio Fictitious Name filed on July 17, 2017. The company's filing status is listed as Active and its File Number is 4052072. The Registered Agent on file for this company is Jennifer Sokira and is located at 928 Stonewater Drive, Kent, OH 44240.

At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly demonstrate their competitive advantage and then match those companies with high net worth investors looking to invest in a small business with plans to become a large business. With a strong network of banking, investment, legal.

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