Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com
Check the background of this financial professional on FINRA's BrokerCheck
16th November 2018

Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com
platinum_slide_group_b

Professional Financial Advice

With over 18 years of experience we’ll ensure
you always get the best guidance.

Our Services
Contact Us Today

Retirement Income Planning and Protection

We help clients estimate the amount of income that will provide them with a comfortable retirement

Asset
Management

We design, create, and manage investment portfolios tailored to the client’s goals and risk-tolerance level.

Life Insurance and Long Term Care Insurance

We are fully licensed to help clients incorporate life insurance and long term care insurance into their estate plans.

Retirement Plan Rollovers

We specialize in helping clients who have recently retired or have switched employers.

About Us

Platinum Equity Investments, LLC. is a fully independent wealth management company focused on retirement planning and investment management. Located within a community of diverse and pioneering entrepreneurs at TradeCenter 128 in Woburn, Masssachusetts, the company is lead by Kristian Coffey, who uses his 18 years of experience and investment philosophy to help clients not only invest but also enjoy what they have earned.

Frequently Asked Questions

What kind of financial advice do you give?

We provide answers to the questions such as “Am I able to retire”?  “Will I have enough money to live the lifestyle I’m accustomed to”? “Is my money invested in the right places”?  All of our advice is unbiased, objective, and in our clients best interests.

Do you offer individually tailored investment plans?

Yes, each client has unique circumstances.  Out investment plans are tailored to each client considering their goals and finances.

What are the costs/fees that I will pay?

We are very fee conscious.  Fees on many investments have been decreasing over the past few years.  We are able to take advantage of those savings and pass them along to clients.

Why Choose Us?

Service

As our name indicates, you will receive Platinum service.  Time is money and we provide the highest level of service available.  No 1-800 numbers to dial.

Trust

All information exchanged is confidential.  We have a fiduciary obligation to act in our clients’ best interest.

Integrity

We grow our business on a  referral basis only.  Our name and our reputation is extremely important to our success. 

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and Kristian Coffey will be in touch with you shortly. You can also email us if you would prefer.

Note: All information is kept confidential.  We do not sell any information.
Please wait...
Top