Platt Financial Advertising Profile
Platt Financial Company Overview:
Platt Financial specializes in providing financial options for those in the "Wealth Conservation" and/or "Distribution" stages of their financial lives. Its financial advisors have over a combined total of 75 years of experience in the financial services industry. Platt Financial has three advisors, Skip Platt, CLU, Bob Platt, CMFC, LTCP and Gregg Scheibel, CFP, and one employee, Lesley Bradley. Each advisor is committed to fully evaluating their client's financial situation while identifying key goals and objectives. Then each advisor assists clients in making informed decisions through sound financial information and tools. They share a common objective of helping each client pursue his or her financial goals. As a financial firm associated with an independent broker dealer, Platt Financial has access to many quality companies to obtain products and services best-suited to help fulfill the needs of every client. The choice is the client's. In addition to investment products, Platt Financial also assists its clients with insurance programs, such as long-term care, Medicare supplements, life insurance and health care reform. Platt Financial believes in the team approach and enlists the advice of other professionals when necessary to help ensure that its clients have the opportunity to pursue their goals. What separates Platt Financial from many others is its unwavering dedication to personalized service.
Platt Financial Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Platt Financial. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Platt Financial's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Platt Financial have?
Platt Financial has 1 unique brands.
How much does Platt Financial spend on media?
It is unknown how much Platt Financial spends on media.
Platt Financial Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Platt Financial marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Platt Financial?
The chief marketing officer at Platt Financial is N/A.
How big is the Platt Financial Marketing Team?
There are 1 staff members currently involved in marketing for Platt Financial.
Platt Financial Ad Spend 2025
This section digs into the specifics of the advertising spend at Platt Financial and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Platt Financial Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Platt Financial, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Platt Financial Media Mix
Explore a detailed breakdown of the last 12 months media spending for Platt Financial across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into Platt Financial marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Platt Financial decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
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Platt Financial Social Media Marketing Ad Spend
See whether Platt Financial is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.