Pinnacle Wealth (formerly Pastore Financial Group) Employee Directory
Financial ServicesVermont, United States0-1 Employees
Pinnacle Wealth serves the needs of : Physicians in all stages of their careers People in transition and Affluent families with sophisticated wealth transfer strategies. Physicians: We help medical students, residents, fellows and new attending physicians get out from under the crushing amount of federal loans they incur during medical school. Our Complementary Public Service Loan Forgiveness (PSLF) Assessment helps them understand, evaluate and navigate a possible program to have loans forgiven at a fraction of the cost of repayment. We are the Corporate Affiliate for Financial Planning that serves the Vermont State Medical Society and the Vermont Veterinary Medical Association. Through the society we provide educational webinars for physicians beginning their careers, those in mid career and for those nearing retirement. We provide our clients with their personal secure financial website that updates all of their financial information on a daily basis and is integrated into their financial plan. Using advanced technology we meet with clients online to give them guidance and keep them focused and on track even if they move to another state. We partner with Healthcare Recruiters to provide added value services to set them apart from the crowd by helping physicians make smart career choices when medical school loans are a concern when selecting a job. Today, Pinnacle Wealth serves the financial planning, insurance and investment needs of clients in over 30 states. With younger associates and experienced administrative support on board, we are positioned to serve generations to come. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Licensed to sell insurance and securities in CA, CT, FL, IN, KS, MA, ME, MI, MT, NH, NY, PA, SC, VA, VT, WA
1-888-653-2347 
support@leadiq.com 
