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1064 104th Street, Suite 100, Naperville, Illinois 60564
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Rockford, IL Financial Advisors

At Platinum Financial Associates, we’re committed to providing individuals, families, and businesses in Rockford with expert financial guidance. No matter where you are in your financial journey, you can trust our passionate and qualified team. Our goal is to simplify complex financial matters as we offer tailored advice to help you navigate life’s decisions with confidence. From planning for retirement to securing your family’s future, we’re here to provide clarity and support at every step.

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What Our Clients Are Saying

  • When we decided to start offering a 401(k) to employees, I wasn’t sure where to start.  
    Thankfully, Platinum Financial Associates was able to help us design our plan features based on what we needed, and they worked directly with the third party, so I didn’t have to. Diane then came out to our office to explain everything to our employees. I was impressed by her ability to explain something complex in an easy-to-understand way. Diane and Susan meet with our employees regularly to make sure their investment goals are in line with their portfolio, and their staff is available for questions at any time.
    We still go to them every time an employee becomes eligible, and they’ve been so helpful.

    Marissa W.

  • As part of a married couple and now as a widow, I have been so pleased with the financial support services provided by Platinum Financial Associates for nearly 20 years. Their guidance assisted tremendously as we planned how to save for retirement, manage the expenses of skilled care for my late husband, and maximize my retirement income and savings in what has been such an interesting time.

    Susan O.

  • I have been very pleased with the service and commitment that I've received from Sue, Diane and everyone at Platinum Financial Associates for many years. They are always very helpful answering questions and researching whenever necessary. We highly recommend Platinum Financial Associates.

    Richard J.

  • I have been working with Platinum Financial Associates for over 10 years. I have been very impressed with their commitment to my financial needs. They listen to our long term goals and work with us to put a plan in place to help us achieve them. The group at Platinum is very professional, dedicated and responsive to our needs. They have extended office hours which makes it easy to meet with them on a regular basis.
    Overall, I am very pleased with Platinum and have recommended them to a number of my friends already.

    Dave F.

Financial advisor

  • This statement is a testimonial by a client of the financial professional as of 10/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

  • This statement is a testimonial by a client of the financial professional as of 10/20/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

  • This statement is a testimonial by a client of the financial professional as of 1/8/2015. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

  • This statement is a testimonial by a client of the financial professional as of 12/17/2014. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

These views may not be representative of the views of other clients and are not indicative of future performance or success.

Services We Provide

Platinum Financial Associates is proud to offer a comprehensive suite of financial services to meet the diverse needs of Rockford residents. We take a personalized approach to ensure that each strategy is crafted with your goals in mind. We’ll help you prepare for what lies ahead while addressing today’s challenges.

Platinum Financial Associates financial services

Gain Insights from a Local Rockford Financial Advisor

Connect with our experienced advisors for solutions tailored to your unique circumstances and goals.

Schedule a Free Consultation
(630) 819-6040

About Platinum Financial Associates

Investment management for individuals and businesses

With a track record of delivering trusted financial advice, Platinum Financial Associates is known for integrity and dedication. Our fiduciary advisors work to prioritize your best interests, providing clear, objective recommendations backed by expertise and a deep understanding of the Rockford community.

  • CPA-Led Knowledge

    Local Expertise

    We have insight into the unique financial landscape of Rockford to support informed decisions.

  • Tailored Solutions

    Comprehensive Approach

    We develop strategies that consider every aspect of your financial picture to balance your immediate needs with future goals.

  • Dedicated Support

    Continuous Guidance

    Our team knows that financial planning evolves as your life changes, and we’re here to help adapt your strategy when needed.

About Company

Meet Our Team

Our financial professionals are dedicated to helping you turn your financial goals into actionable steps.

FAQ

  • What kind of investment options do you provide?

    We offer a range of investment options designed to meet diverse financial needs and risk tolerances. Whether you’re interested in building a growth-focused portfolio, creating a more conservative income strategy, or balancing risk through diversification, we’ll guide you in selecting investments that suit your objectives. Regardless of your current investment situation, you can rest assured that our approach is centered on transparency, education, and helping you make informed decisions. Your financial future has never looked brighter.

  • How do you help clients prepare for unexpected life events?

    Planning for the unexpected is an essential part of financial security. We help clients build contingency plans that include emergency savings, adequate insurance coverage, and strategies for handling unforeseen expenses. Whether it’s a sudden job loss, a medical emergency, or market volatility, our advisors provide guidance to help you stay on track toward your financial goals.

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  • What does it mean to work with a fiduciary advisor?

    Working with a fiduciary advisor means placing your trust in a professional who is legally and ethically bound to act in your best interest. At Platinum Financial Associates, this commitment shapes everything we do. Instead of focusing on products or services that might generate commissions, we focus solely on strategies that align with your unique financial goals. 

    Our fiduciary approach ensures complete transparency in our recommendations. From the moment we start working together, our goal is to give you the confidence that every decision is designed to support your best interests. This level of dedication and transparency helps you build a strong, trusting relationship with your advisor.

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  • Who can benefit from your services in Rockford?

    Our services are designed to assist a wide range of clients in Rockford. Individuals preparing for retirement benefit from our guidance on developing sustainable strategies for income and investment growth. Families balancing education expenses, homeownership, and long-term savings can rely on us for personalized solutions. 

    Business owners find value in our expertise in employee benefits, retirement plans, and strategies for long-term business financial health. Our vast experience enables us to work with nearly anyone interested in improving their financial future. No matter where you are in your financial journey, our tailored approach ensures that we provide advice and strategies that meet your unique needs.

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  • How frequently will my financial plan be updated?

    We believe that financial plans are living documents that need to adapt to life’s changes. That’s why we offer annual reviews to evaluate your plan’s effectiveness and make adjustments as needed. Beyond the scheduled reviews, we’re always available whenever you face a major life change — such as a new job, a growing family, or unexpected financial challenges. Our goal is to ensure that your financial plan remains relevant, responsive, and aligned with your goals, no matter what changes come your way. This proactive approach helps you stay on track and navigate life with confidence.

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Let's Discuss Your Financial Goals

Start Building Your Financial Future in Rockford Today

Whether you’re securing your family’s future, planning for retirement, or managing your business finances, Platinum Financial Associates is here to provide the support and expertise you need. Experience the difference of working with a skilled, passionate, and honest team like ours. Start your journey toward financial confidence today.

(630) 819-6040

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