Plattner Asset Management - Peoria, Illinois

Overview of Plattner Asset Management

Plattner Asset Management, located at 2001 W Willow Knolls Dr #201a, Peoria, IL 61614, stands out as a premier financial consultancy firm. With a dedicated phone line 99660996, clients can easily reach out for expert advice tailored to their financial needs. The company's website, plattnerassetmanagement.com, serves as a comprehensive resource for those interested in learning more about their services and how they can assist in managing one's financial future.

Key Features and Specialties

Financial Consulting: Plattner Asset Management specializes in providing personalized financial consulting services. Their expertise ensures that clients receive advice that is not only informed but also customized to meet individual financial goals.

• Accessibility: The firm offers a wheelchair accessible parking lot and restroom, ensuring that all clients, regardless of mobility, can comfortably visit their office.
• Professionalism: Given their address and facilities, one can expect a high level of professionalism from the team at Plattner Asset Management.

Customer Satisfaction and Accessibility

Clients rave about Brandon Plattner, the company's founder, describing him as incredibly easy to work with. His professionalism, genuineness, and passion for his work are highlighted frequently. The recommendation for appointments underscores the importance of scheduling a meeting to fully understand how their services can benefit you. The average opinion on Google My Business is an impressive 5/5, reflecting a high level of customer satisfaction.

Recommendation and Contact Information

For anyone seeking a trustworthy and knowledgeable financial advisor, Plattner Asset Management is highly recommended. Their responsive and caring approach to client service sets them apart in the competitive financial advisory field. To explore their services further or to schedule an appointment, one can easily do so through their website: plattnerassetmanagement.com. It's advisable to make an appointment ahead of time to ensure a detailed discussion of your financial situation.

👍 Reviews of Plattner Asset Management

Stacy R.

5/5

Brandon is so easy to work with. He is professional, genuine, and passionate about his work. He is very knowledgeable, always listening to your concerns and needs.

Paul L.

5/5

Plattner Asset Management is superb!! Very responsive and caring. Brandon always has your best interests in mind. Totally professional and knowledgeable! Would recommend Plattner Asset Management to anyone!!

Lindsay F.

5/5

Brandon is a great financial advisor, We have been working with him for years. If you are looking for a trustworthy knowledgeable advisor, check him out.

Chris M.

5/5

Extremely satisfied - wonderful to have the confidence that I have in Brandon as a steward of our retirement investments.

Susan F.

5/5

He’s the most trustworthy Financial Planner I’ve ever had..

Mary R.

5/5

Professional advice, great guidance, very responsive, excellent long term returns.