Platinum Point Financial
Platinum Point Financial
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  • More
    • Home
    • About
      • Meet The Team
      • Approach
      • Videos & Blog
      • eBook & Guides
    • Services
      • What We Do
      • Who We Serve
    • Client Access
      • eMoney
      • Prudential
    • Schedule a Call
  • Home
  • About
    • Meet The Team
    • Approach
    • Videos & Blog
    • eBook & Guides
  • Services
    • What We Do
    • Who We Serve
  • Client Access
    • eMoney
    • Prudential
  • Schedule a Call

Insights

Complimentary financial planning resources. View our videos & materials below!

Videos

5 Tax Planning Ideas for 2025 & Beyond

Asset Location vs. Asset Allocation

Smart Money Moves for Big Law Associates

Blog


Copyright © 2024 Platinum Point Financial, LLC - All Rights Reserved.


Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.


LPL Enterprise Form CRS [link to https://www.lpl.com/lpl-enterprise.html] 

Check the background of your financial professional on FINRA's BrokerCheck. [link "BrokerCheck" to https://brokercheck.finra.org/]  

Charlie Burguieres & David Holloway are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. 

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential. 

LPLE and LPL Financial are not affiliated with Platinum Point Financial.

Tolu Ajiboye is employed by Charlie Burguieres & David Holloway and not The Prudential Insurance Company of America or its subsidiaries.

 Platinum Point Financial does business in the following states. Licenses and State Registrations:
Securities: < CA, CT, DC, GA, FL, MD, TN, VA>
Life Insurance: <CA, DC, DE, GA, FL, MD, TN, TX, VA>
Variable Life Insurance: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Mutual Funds: < CA, CT, DC, GA, FL,, MD, TN, VA >
Fixed Annuities: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Variable Annuities: < CA, DC, DE, GA, MD, TN, TX, VA >

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