Combined Financial Services was formed in 1960 by Dennis O'Malley. This full service insurance broker group offered coverage including life, health, disability, home and auto. Beginning as a one man show, Combined grew to over 200 agents.
In 1990, the Property and Casualty division was sold to The Forrest Agency in Oak Park.
Focusing solely on the Life Insurance, Combined became Agency of the Year many times for Mutual Trust Life Insurance company.
As growing confusion with our company and an employee voluntary benefit company operating with the same name, in 2013, Combined Financial Services decided to change it's name to PLATINUM Endowment, Retirement and Estate Planning.
Operating Nationwide, PLATINUM currently provides service to our clients from Alaska to Florida.