Platinum Wealth Group
Financial Services
5000 Birch St
13 employees
- Employees
- 13
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Platinum Wealth Group Overview
- Headquarters
- 5000 Birch St
- Website
- www.platinumwealthgroup.com
- Industry
- Financial Services
- Employees
- 13
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Platinum Wealth Group
Managing the tax implications of your real estate assets can be overwhelming and discouraging. We take a holistic approach to 1031 Exchanges, taking into consideration your entire financial life and your retirement needs. Let us help you navigate the real estate tax landscape through the use of 1031 Exchanges and Delaware Statutory Trusts (DSTs). The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Platinum Wealth Group is a branch of DFPG Investments, LLC. Securities and Investment Advisory Services offered through DFPG Investments, LLC. Member FINRA / SIPC.
Platinum Wealth Group Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 1
- 50.0% coverage
Platinum Wealth Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Justin Lowy | CEO at Pwg | Orange County, California, United States |
Email
|
| Chuck Constantino | Private Wealth Advisor ~ the Platinum | Pittsford, New York, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile