We invest the time to understand you by asking relevant and meaningful questions about what matters most to you and share a process that helps reduce your financial challenges and complexities into easy to implement solutions. The real benefit is clarity, confidence and the ability to take action on the things that matter most to you.
Our mission is to positively impact the lives, lifestyles and legacies of our clients and associates. We are a full-service financial organization delivering personalized service by providing customized strategies to help meet our client’s needs. Our advisors provide personalized financial planning for their clients including asset allocation recommendations, college education planning, insurance planning and tax planning as it relates to investments to help them pursue their financial goals.
Rajesh Laungani, MBA, CFP®
Michael D. Sordyl, CLU©, ChFC©, RICP©
Check the Background of these Financial Professionals on
FINRA's BrokerCheck Website
Platinum Wealth Solutions of Ohio
2750 Centennial Rd. Toledo, OH 43617
SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH OSAIC WEALTH, INC. MEMBER FINRA/SIPC. OSAIC WEALTH, INC. IS SEPARATELY OWNED AND OTHER ENTITIES AND/OR MARKETING NAMES, PRODUCTS OR SERVICES REFERENCED HERE ARE INDEPENDENT OF OSAIC WEALTH, INC. WE ARE STRONGLY COMMITTED TO DIVERSITY AND EQUAL OPPORTUNITY. 2750 CENTENNIAL RD. TOLEDO, OH 43617. (419) 794-7761
Securities licensed in the following states: OH, MI, CA, DE, IN, NC, NJ, PA, VA
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.