The Platinum Financial Group (San Francisco, CA)

1700 Montgomery Street, Suite 210 San Francisco, CA

At The Platinum Financial Group, our associates assist clients in establishing financial, retirement and estate planning strategies.By applying appropriate designs, keeping abreast of changes in tax laws and selecting quality insurance and investment products, we help you protect your families and businesses, reduce your tax liability and pursue your investment,and asset accumulation goals and objectives. Together, we analyze, design and implement programs that address each of your unique concerns.

Contact Information

Phone:
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Personal Website:
http://www.theplatinumfinancialgroup.com

About mi Business

About mi Financial Service

Financial Service Category
Small Business , Estate Planning, Retirement Planning, Investment Advisor, Financial Insurance / Protection
Finance Credentials
CFP - Certified Financial Planner

The Staff

Name

Role

James de Tomasi

Insurance Agent

Patrick Costello

Registered Representative

Sandra Possing

Insurance Agent

Clarence "Don" Beeman

Insurance Agent
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