Platinum Equity Investments, LLC. is a fully independent wealth management company located in Boston Massachusetts and is focused on retirement income planning and investment management for individuals.
financial planning in woburn, ma

Platinum Equity Investments, LLC. is a fully independent wealth management company located in Woburn Massachusetts and is focused on retirement income planning and investment management for individuals.

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Retirement Plan Rollovers (401K, 403b, 457d, Pension Maximization)
Life Insurance and Estate Planning Asset Management (Stocks, Bonds, ETFs, Mutual Funds, Annuities)
Retirement Income Planning and Protection

Welcome
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.
» Learn 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.
» Learn More About Platinum Equity Investments, LLC.

Services
• Retirement 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)
» Learn More

Roth IRA Conversions
  529 College Savings Plans REITs (Real Estate Investment Trusts) Traditional IRAs, SEP IRA, Simple IRA  
 
Financial Planning - Woburn Massachusetts
Securities offered through Investors Capital Corporation, Member FINRA/SIPC.
Investment Advisory Services offered through Investors Capital Advisory Services, Inc. 230 Broadway, Lynnfield, MA 01940 800.949.1422 licensed in MA, NH, SC,CA, FL and TX
 
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.