Broker Check

Welcome to the new Platania Financial website!

February 05, 2018

The Platania Financial Team is thrilled to usher in 2018 with a fresh website to match.

By reestablishing our digital footprint, we have two primary goals: 1) to deliver more effective client access and 2) to become a platform for education geared towards clients and friends of the firm alike.

First, we strive to provide clients with seamless, mobile access to their account information in a way that’s convenient and user-friendly. Second, we want to help you stay up-to-date with industry trends and provide you with valuable investing knowledge to better navigate a changing financial landscape. By featuring our latest blogs, video updates, and thoughts on the markets, we intend to cultivate an educational library that strengthens your command of the financial world.

Jim, Bridget, and myself are excited to help guide you through the ups and downs of your financial journey, and hope you can use this new website as a powerful tool to keep informed. Stay tuned!