Insights

Strong Market Presence Pinnacle Financial Services operates nationally with agents in every state, presenting a broad opportunity to partner with local and regional agents seeking reliable insurance support and expanding their product offerings.

Innovative Support Tools The company's advanced online contracting system and extensive support infrastructure empower agents to streamline their operations and quickly adapt to new markets, opening avenues for sales of diverse insurance products.

Recent Market Expansions Strategic launches in Texas, Indiana, Colorado, and Iowa, along with new product strategies like behavioral health and value-based health assessments, indicate ongoing growth efforts tailored to emerging health and Medicare markets.

Partnering Opportunities With a focus on building partnerships through superior support and ethical conduct, Pinnacle seeks to collaborate with independent brokers and larger agencies, providing tailored solutions for various client segments and increasing product penetration.

Financial Stability & Recognition The company's substantial revenue range and consistent recognition for customer satisfaction suggest a stable platform for long-term sales relationships and increased confidence for partners exploring high-growth insurance segments.

Pinnacle Financial Services, Inc. Tech Stack

Pinnacle Financial Services, Inc. uses 8 technology products and services including Google Fonts API, JSON-LD, Select2, and more. Explore Pinnacle Financial Services, Inc.'s tech stack below.

  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Select2
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • Divi
    Page Builders
  • Bootstrap
    UI Frameworks
  • MediaElement.js
    Video Players
  • Gravity Forms
    Web Platform Extensions

Media & News

Pinnacle Financial Services, Inc.'s Email Address Formats

Pinnacle Financial Services, Inc. uses at least 1 format(s):
Pinnacle Financial Services, Inc. Email FormatsExamplePercentage
FLast@pfsinsurance.comJDoe@pfsinsurance.com
85%
Last@pfsinsurance.comDoe@pfsinsurance.com
13%
FirstLast@pfsinsurance.comJohnDoe@pfsinsurance.com
1%
FMiddleLast@pfsinsurance.comJMichaelDoe@pfsinsurance.com
1%

Frequently Asked Questions

Where is Pinnacle Financial Services, Inc.'s headquarters located?

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Pinnacle Financial Services, Inc.'s main headquarters is located at 65 West Street Road, Suite A-101. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Pinnacle Financial Services, Inc.'s phone number?

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You can contact Pinnacle Financial Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pinnacle Financial Services, Inc.'s official website and social media links?

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Pinnacle Financial Services, Inc.'s official website is pfsinsurance.com and has social profiles on LinkedIn.

What is Pinnacle Financial Services, Inc.'s NAICS code?

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Pinnacle Financial Services, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Pinnacle Financial Services, Inc. have currently?

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As of December 2025, Pinnacle Financial Services, Inc. has approximately 92 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Coo: A. P.Vice President Of Sales: J. P.President - The Belgard Group Llc: D. B.. Explore Pinnacle Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Pinnacle Financial Services, Inc. belong to?

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Pinnacle Financial Services, Inc. operates in the Insurance industry.

What technology does Pinnacle Financial Services, Inc. use?

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Pinnacle Financial Services, Inc.'s tech stack includes Google Fonts APIJSON-LDSelect2LinkedInDiviBootstrapMediaElement.jsGravity Forms.

What is Pinnacle Financial Services, Inc.'s email format?

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Pinnacle Financial Services, Inc.'s email format typically follows the pattern of FLast@pfsinsurance.com. Find more Pinnacle Financial Services, Inc. email formats with LeadIQ.

When was Pinnacle Financial Services, Inc. founded?

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Pinnacle Financial Services, Inc. was founded in 2001.

Pinnacle Financial Services, Inc.

InsurancePennsylvania, United States51-200 Employees

Pinnacle Financial Services is a national marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients' insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge.  

We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team.

As our partner, your contribution is your selling skills, and ours is superior support. That’s why our motto is YOU’VE GOT THE TALENT. WE’VE GOT THE TOOLS. IT’S ALL ABOUT SHARED SUCCESS. Our tool chest is extensive. We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time. Never fill out contracting paperwork again!

Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry.

Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.

Section iconCompany Overview

Headquarters
65 West Street Road, Suite A-101
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Pinnacle Financial Services, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Pinnacle Financial Services, Inc.'s revenue is estimated to be in the range of $100M$250M

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