Pinnacle Financial Services, Inc. Employee Directory

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.

Find Pinnacle Financial Services, Inc. employees' phone numbers or email addresses

Pinnacle Financial Services, Inc. Global Highlights

Location
Employees

North America
108

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  • United States Of America
    107
  • Canada
    1

Africa
3

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  • Malawi
    2
  • South Africa
    1

Asia
2

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  • Lebanon
    1
  • India
    1

Pinnacle Financial Services, Inc.'s Leadership

  • Stylized image of a person
    A. P.
    Coo
    Phone icon
  • Stylized image of a person
    J. P.
    Vice President Of Sales
    Phone icon
  • Stylized image of a person
    D. B.
    President - The Belgard Group Llc
    Phone icon
  • Stylized image of a person
    E. C.
    President
    Phone icon
  • Stylized image of a person
    D. K.
    Founder, Ce
    Phone icon
  • Stylized image of a person
    R. B.
    Vice President- Marketing And New Business Development
    Phone icon
  • Stylized image of a person
    N. P.
    Avp Of Health Sales
    Phone icon
  • Stylized image of a person
    S. T.
    Regional Vice President
    Phone icon

Contact profiles from Pinnacle Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Coo
    Phone icon
    United StatesPennsylvania
    Nov 17, 2025
  • Stylized image of a person
    D. B.
    President - The Belgard Group Llc
    Phone icon
    United StatesNew York
    Apr 30, 2025
  • Stylized image of a person
    D. K.
    Founder, Ce
    Phone icon
    Malawi
    Oct 22, 2025
  • Stylized image of a person
    E. C.
    President
    Phone icon
    United StatesConnecticut
    Feb 06, 2025
  • Stylized image of a person
    J. P.
    Vice President Of Sales
    Phone icon
    United StatesPennsylvania
    Oct 14, 2025
  • Stylized image of a person
    R. B.
    Vice President- Marketing And New Business Development
    Phone icon
    United StatesPennsylvania
    Apr 01, 2024
  • Stylized image of a person
    N. P.
    Avp Of Health Sales
    Phone icon
    United StatesPennsylvania
    Oct 14, 2025
  • Stylized image of a person
    S. T.
    Regional Vice President
    Phone icon
    United States
    Oct 27, 2025
  • Stylized image of a person
    A. P.
    Regional Vp Life And Annuity Sales
    Phone icon
    United StatesUtah
    Aug 11, 2025
  • Stylized image of a person
    D. G.
    Director Of Sales - Aca Division
    Phone icon
    United StatesPennsylvania
    Apr 29, 2025

Frequently Asked Questions

What is Pinnacle Financial Services, Inc. known for?

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Pinnacle Financial Services, Inc. was founded in 2001 operates in the Insurance industry. The company's main headquarters is located in 65 West Street Road, Suite A-101; you can contact the main corporate office by phone at . Explore Pinnacle Financial Services, Inc.'s company overview page for more information.

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

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Pinnacle Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Financial Services, Inc. email formats with LeadIQ.

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

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Pinnacle Financial Services, Inc. has approximately 92 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Pinnacle Financial Services, Inc.'s key employees and leadership?

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As of December 2025, Pinnacle Financial Services, Inc.'s key employees include:

  • Coo: A. P.
  • Vice President Of Sales: J. P.
  • President - The Belgard Group Llc: D. B.
  • President: E. C.
  • Founder, Ce: D. K.

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