Platania Financial, Inc. - Arlington Heights, Illinois

Overview of Platania Financial, Inc.

Platania Financial, Inc., situated at Address: 2 W Northwest Hwy, Arlington Heights, IL 60004, is a distinguished financial planning service that caters to those seeking tailored wealth management solutions. With a phone number Phone: 78707526, potential clients can easily reach out for guidance. Their professional services are highlighted on Website: plataniafinancial.com, a site dedicated to providing comprehensive financial advice.

Specialties and Services

Platania Financial, Inc. specializes in offering expert financial planning services. Their team, led by James Platania and Jim Platania, is renowned for their in-depth knowledge and dedication to understanding clients' unique needs. This personalized approach sets them apart, ensuring that each client's financial blueprint is meticulously crafted to meet both present and future aspirations.

Accessibility and Facilities

• Wheelchair Accessible Parking: Platania Financial ensures comfort for all visitors with designated parking spaces.
• Wheelchair Accessible Restroom: The facility is equipped with accessible restrooms for convenience.
• Restroom: Standard restroom facilities are available for all customers.

Recommendations for Prospective Clients

For those considering financial planning services, it's recommended to schedule Appointments in advance to ensure a personalized consultation with the experienced team at Platania Financial. This proactive step can greatly enhance the experience and outcome of receiving financial advice.

Client Reviews and Ratings

Clients have left glowing reviews, with an average rating of 5/5 on Google My Business. Testimonials highlight the team's ability to not only understand clients' needs but also to communicate complex financial concepts clearly. The commitment to client satisfaction is evident, as reflected in the positive feedback from five reviews.

Recommendation

Given the exceptional reputation and tailored services offered by Platania Financial, Inc., potential clients are encouraged to reach out through their website at plataniafinancial.com. Here, you'll find detailed information about their services, how to make an appointment, and everything else you need to know to start your journey towards financial security with confidence. Don't miss the opportunity to benefit from their wealth of knowledge and personalized approach to financial planning.

This comprehensive overview of Platania Financial, Inc. highlights their dedication to providing exceptional financial planning services, their commitment to accessibility, and the high regard in which they are held by their clients. Whether you're looking to plan for retirement, manage investments, or simply gain clarity on your financial future, Platania Financial stands ready to offer expert guidance and support.

👍 Reviews of Platania Financial, Inc.

nicholas M.

5/5

When seeking a Financial blueprint there can be no better wealth management team than PLATANIA Financial. James senior and Jim junior are most knowledgeable and will listen to your needs to
help make your wealth wishes for today and tomorrow a reality.
Bridget Platania as director of operations and Carol Holcroft client relationship manager are part of an outstanding team.

Maureen M.

5/5

We have been clients of Platania Financial since the very beginning. For over 35 years Jim Sr has offered us solid advice and options, first to prepare for retirement, and for the past 30 years to be able to live a successful and comfortable retired life. With Jim Jr joining the firm, our relationship with this firm just becomes stronger. Both Jims pay attention to our goals and objectives and offer us suggestions and alternatives to meet those goals. We have weathered market ups and downs over our 30 years retired, and still feel confident we could weather another 30 years or more. We retired out of Illinois and never once considered ending our relationship with Platania Financial and looking for a firm closer to where we live. They take an active interest in our needs, are proactive to review our status at least quarterly, but any time we reach out to them. This standard of service includes Bridget and Caroline in the office. We would highly recommend this firm to anyone interested in planning for their retirement and/or insuring their financial stability throughout their retirement.

Colin and Maureen Morgan
Hot Springs Village, AR

Dave M.

5/5

Before Platania began planning and guiding our portfolio, they were managing my wife's father's account very successfully for decades. When he passed, the folks at Platania really helped make the difficult transition painless - from seamlessly moving the portfolio over to helping us with getting estate matters taken care of. Since then, Jim, Jim, Bridget and Caroline have treated us like family, consistently offering sound financial advice (based on our risk tolerance and the market landscape) and continually guiding us every step of the way to meet our goals. Seriously, I don't know what we would have done without Platania Financial!

Steven L.

5/5

What makes Jim Sr and Jim Jr stand out as a financial planner is their personalized service. We have been with them for over 25 years and not only do they guide us with investments they also serve our broader estate and financial goals! I highly recommend their personal touch to guide you in securing your financial future!!

Rose M.

5/5

All of the people at Platania Financial, Inc. are wonderful to work with. Knowledgeable, and so pleasant and really carefully explain everything so well. I highly recommend this group.