Platinum Wealth Solutions Chicago
Michael Olson, Financial Planner, CFP
David Kudo, Investment Advisor Representative, CPA
6250 N. River Road, Suite 3020
Rosemont, IL 60018
Direct Line for Michael Olson 847-698-1542
Direct Line for David Kudo 847-698-1518
Platinum Wealth Solutions is built on the strong relationships that have been cultivated with their clients, along with their commitment to excellence and integrity in all they do. Platinum Wealth Solutions offers Wealth Accumulation, Estate Planning Strategies, Business Succession Planning, Retirement Planning, Business Planning Strategies, Insurance & Risk Management Strategies, and Life Insurance.
Their commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial strategy which is part of the overall financial plan. A financial plan must reflect the stage of life its owner is in. A plan must reflect its owner’s personal or business situation, and highlight those financial solutions that best fit it. A plan must also be continually reviewed to measure its achievements against stated goals, and ensure the owner is comfortable moving forward.
Mr. Michael Olson is licensed to sell Insurance Products in the following states: FL, IL, WI. He is registered to sell Securities in the following state: IL. Registered Representative/ Securities and Investment Advisory Services are offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Offering John Hancock Insurance Products. Platinum Wealth Solutions, LLC is an independent firm affiliated with Michigan Financial Companies-John Hancock Financial Network. 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034. (248) 663-4700. 225-20141211-210826