Platinum Planning

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

534 S Pineapple Ave, Sarasota, Florida, ...

Phone Number

(941) 444-5260

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Platinum Planning

Platinum Planning Inc. is a financial planning firm based in Sarasota, FL, specializing in personalized financial strategies for individuals and businesses. Established in 1999, the company offers services such as portfolio management, retirement planning, and 401(k) plan management. With a commitment to unbiased financial advice, Platinum Planning aims to empower clients in navigating their financial journeys. Their expertise is tailored to meet the unique goals and visions of each client.Explore more
Platinum Planning's Social MediaPopular SearchesPlatinum Planning IncPlatinum Advice IncPlatinum Planningplatinumplanninginc.comPlatinum Planning (NJ) IncSIC Code 62,628NAICS Code 52,523Show more

Platinum Planning Org Chart

PhoneEmail
RW
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Managing Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Platinum Planning

<$5M
1-10
Private
-
1999
RW
Russ WilliamsonManaging Principal
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
Lauch Hines, President at Targeted Retirement Strategies
Lauch HinesPresident
<$5M
1-10
Private
-
-
SW
Shelly WardExecutive Assistant
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
CA
Cole AllarInvestment Assistant
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Platinum Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Platinum Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Platinum Planning.

Platinum Planning Tech Stack

A closer look at the technologies used by Platinum Planning

Top Finance Companies

Frequently Asked Questions Regarding Platinum Planning

What is Platinum Planning's official website?
Platinum Planning's official website is www.platinumplanninginc.com
What is Platinum Planning's Revenue?
Platinum Planning's revenue is <$5 Million
What is Platinum Planning's SIC code?
Platinum Planning's SIC: 62,628
What is Platinum Planning's NAICS code?
Platinum Planning's NAICS: 52,523
How many employees does Platinum Planning have?
Platinum Planning has 1-10 employees
What industry does Platinum Planning belong to?
Platinum Planning is in the industry of: Finance, Securities Trading
What is Platinum Planning competition?
Platinum Planning top competitors include: Targeted Retirement Strategies, Lincoln Investment Companies, Ameriwealth, Sasson Financial Group
What technology does Platinum Planning use?
Some of the popular technologies that Platinum Planning uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Platinum Planning?
Platinum Planning contact info: Phone number: (941) 444-5260 Website: www.platinumplanninginc.com
What does Platinum Planning do?

Platinum Planning Inc. is a financial planning firm based in Sarasota, FL, specializing in personalized financial strategies for individuals and businesses. Established in 1999, the company offers services such as portfolio management, retirement planning, and 401(k) plan management. With a commitment to unbiased financial advice, Platinum Planning... aims to empower clients in navigating their financial journeys. Their expertise is tailored to meet the unique goals and visions of each client.Read More

What are Platinum Planning social media links?
Platinum Planning Linkedin page Platinum Planning Twitter page
Is Platinum Planning a public company?
Platinum Planning is private company therefore does not currently have an official ticker symbol
See more information about Platinum Planning

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