Pinnacle Financial Services, Inc. Employee Directory
InsurancePennsylvania, United States51-200 Employees
Pinnacle Financial Services, Inc. operates as a national field marketing organization in the insurance sector, supporting a network of agents who sell Medicare, annuities, life, and ACA products. With agents active across the United States, the firm positions itself as a partner rather than a simple supplier, aiming to empower independent brokers and multi-state agencies through extensive back-office support and market insight. The contracting process is designed to be online and streamlined, gathering required data to complete carrier paperwork and securely storing information for future use. Headquartered in Warminster, Pennsylvania, the company is led by founder and president Kevin Shields alongside Executive Vice President Angela Palo, with a stated emphasis on client-focused ethics. In 2024, Pinnacle expanded its product and geographic coverage with launches in several states, and it formed a strategic partnership with Agility Insurance Services to accelerate ACA market growth.
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