Platania Financial Inc.'s cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Platania Financial Inc.

5.0

About this business

Location details

2 W Northwest Hwy, Arlington Heights, IL, 60004, United States

Get directions
WeekdayScheduleStatus
Mon8:30 a.m. to 4:30 p.m.
Tue8:30 a.m. to 4:30 p.m.
Wed8:30 a.m. to 4:30 p.m.
Thu8:30 a.m. to 4:30 p.m.
Fri8:30 a.m. to 4:30 p.m.
SatClosed
SunClosed
5.07 reviews
Select a rating
nicholas mercurio's profile image
nicholas mercurio 
on Google
3 months ago

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. 

Rose MacLeod's profile image
Rose MacLeod 
on Google
4 months ago

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. 

Regina Ofiara's profile image
Regina Ofiara 
on Google
11 months ago

I have been working with Platania Financial for several years. They are very knowledgeable of all things financial, keep me appraised of potential changes in the market enabling me to make informed decisions, and, above all, are VERY customer focused. I often feel like I am their only client! I trust them implicitly with my portfolio. 

Steven Laurenz's profile image
Steven Laurenz 
on Google
a year ago

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!! 

Maureen Morgan's profile image
Maureen Morgan 
on Google
a year ago

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 stil... read more

View all google reviews

Frequently asked questions about Platania Financial Inc.

How is Platania Financial Inc. rated?

Platania Financial Inc. has a 5 star rating with 7 reviews. 

When is Platania Financial Inc. open?

Platania Financial Inc. is closed now. It will open at 8:30 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com