Platinum Tree Financial is a full-service financial advisory firm dedicated to helping clients build and protect their assets. The firm operates with a mission to develop long-term relationships and provide customized strategies that align with individual financial goals. Their services encompass a holistic approach to financial health, including comprehensive financial planning, investment management, retirement planning, insurance solutions, and estate planning. They are affiliated with LPL Financial, a major registered investment advisor and broker-dealer.

Founded in

Canada