Business Details
About
Financial Planning
Platt Financial will help you create a financial road map to pursue retirement success.
Securities are offered through *LPL Financial (LPL)*, a registered broker-dealer (member FINRA/SIPC). Investment advice offered through Skip Platt DBA Platt Financial, a registered investment advisor. Skip Platt and Platt Financial are separate entities from *LPL Financial*
Location
Platt Financial
154 Hansen Road STE 202A, Charlottesville, VA
22911-8839, United States
Hours
Reviews
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2 reviews
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- MWMike WalkerNov 8, 20225.0Skip has been extremely helpful with assisting us in choosing the best healthcare plan that fits our needs. He takes time to review the plans and options. The atmosphere is very relaxing and we highly recommend Skip for the many services that he offers.
- SBSaul BarodofskyFeb 15, 20165.0I wish every insurance company was as dedicated to their clients as much as they are. They have represented me, and my family for over 25 years - have fought for us (successfully) - and have always gone the extra mile. FIVE STARS !!!
Frequently Asked Questions About Platt Financial
What services does Platt Financial offer?
Platt Financial helps you create a financial road map to pursue retirement success and offers investment advice through Skip Platt, a registered investment advisor.
Where is Platt Financial located?
Platt Financial is located at 154 Hansen Road STE 202A, Charlottesville, VA 22911-8839, USA.
What are the business hours of Platt Financial?
Platt Financial is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 1:00 PM, and is closed on weekends.
How can I contact Platt Financial?
You can contact Platt Financial by phone at +1 434-220-1487 or by email at skip@plattfinancial.com.
Does Platt Financial have an online presence where I can learn more?
Yes, you can learn more about Platt Financial on their website at http://www.plattfinancial.com/.
What financial regulatory organizations is Platt Financial associated with?
Securities are offered through LPL Financial, a registered broker-dealer (member FINRA/SIPC), and investment advice is offered through Skip Platt DBA Platt Financial which is a registered investment advisor.
What nearby dining options are there near Platt Financial for a meal before or after an appointment?
Nearby dining options include Sticks Kebob Shop (Mediterranean and Middle Eastern), Kabuto Sushi & Teppanyaki (Japanese), Applebee's Grill + Bar (American), Lelo's Pizza (Italian), Domino's Pizza, DIY Pie, Bojangles' Famous Chicken 'n Biscuits, and Tip Top Restaurant (American diner).
Are there any nearby professional services close to Platt Financial I might also find useful?
Yes, nearby professional services include Blue Ridge ESOP Associates (insurance agency), Custom Management Group (marketing and business management services), Rob Hagy Law Office PC (legal services and family law), and VSTITLE (real estate and legal services).
Is there a bank near Platt Financial where I can handle banking needs?
Yes, Truist bank and TD Ameritrade are located nearby for banking and financial services.
What community organizations are close to Platt Financial that I might want to visit?
Nearby community organizations include SQA Learning Foundation (printing and community services), Society of Quality Assurance (environmental conservation), American Association for Cancer Education (medical research), and Virginia School Boards Association (education).