Platinum Equity Investments,
LLC. is a fully independent wealth management company focused
on retirement planning and investment management. Located
within a community of diverse and pioneering entrepreneurs
at TradeCenter 128 in Woburn, Masssachusetts, the company
is lead by Kristian Coffey, who uses his 12 years of experience
and investment philosophy to help clients not only invest
but also enjoy what they have earned.
More About Kristian Coffey
Platinum Equity Investments offers
securities through Investors Capital Corporation, an independent
Broker Dealer (based in Lynnfield, Ma) which has approximately
$8 billion in assets under management.
More About Platinum Equity Investments, LLC.
Plan Rollovers (401K, 403b, 457d, Pension Maximization):
• Asset Management (Stocks, Bonds, ETFs,
Mutual Funds, Annuities)
• Life Insurance and Estate Planning
• Retirement Income Planning and Protection
• Roth IRA Conversions
• Traditional IRAs, SEP IRA, Simple IRA
• 529 College Savings Plans
• Choice of fee based or commission based investing
• REITs (Real Estate Investment Trusts)