Cortland Office: 330.638.4700

Downtown Youngstown Office: 330.758.4665

YOUR TRUSTED INSURANCE ADVISOR

Financial Services

Planning for your future financial security Youngstown OhioAt Platt Insurance & Financial, we firmly believe in the importance of planning for your future financial security. We offer a range of products and services to help you do just that. We love to sit with our clients and examine their current financial situation and outline their goals, then work with them to create a customized financial plan to help them reach those goals. We use a variety of products to accomplish this, such as IRAs, Roth IRAs, annuities, mutual funds, and more. Let us help you plan for your future.

Retirement Income Planning

401(k) Plans and Rollovers

Education Planning

Estate Planning Help


About Platt Insurance & Financial

Ellie-Platt-Agency-PrincipaPlatt Insurance & Financial is an insurance and financial services agency built for the way you live and work. Our agency was created in June 2011 when Ellie Platt, MBA merged five existing insurance agencies in the Mahoning Valley. Ellie then consolidated these offices into two locations in Poland and Cortland Ohio, specifically chosen with her clients best intersts in mind. She then built a team of the most intelligent, detail oriented, and dedicated representatives she could find.

This team now offers a full range of insurance and financial services to residents and business owners throughout Mahoning and Trumbull Counties. These services include, but are not limited to: Commercial insurance, home and auto insurance, life insurance, classic car insurance, retirement plans, IRAs, 401(k)s, mutual funds, and more. Platt insurance & Financial has created a portfolio of the very best insurance companies in the nation to ensure their clients get the value possible for their clients.

We look forward to working with you.
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