Edward Jones - Financial Advisor: Vince Bruno

Plattner Asset Management, located in Peoria, IL, is a fiduciary money management firm specializing in providing financial solutions for serious investors. Led by Mr. Brandon Plattner, a highly qualified and experienced fiduciary money manager, portfolio manager, financial advisor, and financial planner, the firm offers a range of services including individual, joint, and trust investment accounts, various types of IRAs, account consolidations, and referrals to CPAs and attorneys. With a focus on fiduciary discretion and ongoing monitoring of market risk, Plattner Asset Management aims to provide personalized and comprehensive financial planning and investment strategies to help clients achieve their financial goals.Generated from the website

Michael Fleming and Keith Hubble created a financial planning partnership in 2003 after realizing their goals and aspirations for building a multi-generational practice were aligned. Together they share the same Christian values, work ethic, respect, and desire to help their clients lead a life of significance. Michael, Keith, and their team have a deep impact both on and in their community through their outreach efforts; in fact, Palomar Wealth is built on the foundation of a desire to help others.

Customized investment and financial strategies for clients like you.