Insights

Market Niche The Pinnacle Financial Group specializes in serving business owners and high-net-worth individuals, presenting opportunities to offer tailored financial technology solutions, advanced wealth management tools, or premium advisory services to enhance their client experience.

Growth Potential With a revenue range of 1 million to 10 million and a dedicated team of up to 50 employees, the company is positioned for targeted growth initiatives, making it receptive to scalable financial products and supportive infrastructure upgrades.

Technology Use Utilizing cloud services like Amazon Web Services, Google Analytics, and Drupal indicates a modern, tech-savvy operation open to partnerships in digital transformation, cybersecurity enhancements, or client engagement platforms.

Competitive Landscape As a smaller independent firm competing with large-scale financial giants, Pinnacle may value differentiated services, niche technology integrations, or specialized compliance solutions to strengthen its market position.

Regulatory Focus Operating within specific states and offering securities and advisory services under Commonwealth Financial Network signifies opportunities to provide compliant fintech integrations, reporting tools, or state-specific compliance solutions to streamline their operations.

The Pinnacle Financial Group Tech Stack

The Pinnacle Financial Group uses 8 technology products and services including Amazon Web Services, Amazon EC2, Drupal, and more. Explore The Pinnacle Financial Group's tech stack below.

Amazon Web Services

Cloud Hosting

Amazon EC2

Cloud Infrastructure Computing

Drupal

Content Management System

jQuery

Javascript Libraries

New Relic

Real User Monitoring

HSTS

Security

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

The Pinnacle Financial Group Email Formats	Example	Percentage
FLast@pfgnc.com	JDoe@pfgnc.com	46%
First.Last@pfgnc.com	John.Doe@pfgnc.com	4%
FLast@pfgnc.com	JDoe@pfgnc.com	46%
First.Last@pfgnc.com	John.Doe@pfgnc.com	4%

The Pinnacle Financial Group Email Formats

Example

Percentage

FLast@pfgnc.com

JDoe@pfgnc.com

46%

First.Last@pfgnc.com

John.Doe@pfgnc.com

FLast@pfgnc.com

JDoe@pfgnc.com

46%

First.Last@pfgnc.com

John.Doe@pfgnc.com

Frequently Asked Questions

Where is The Pinnacle Financial Group's headquarters located?

The Pinnacle Financial Group's main headquarters is located at 312 North Church Street Monroe, North Carolina 28112 United States. The company has employees across 2 continents, including North AmericaAsia.

What is The Pinnacle Financial Group's phone number?

You can contact The Pinnacle Financial Group's main corporate office by phone at

+1-704-292-****

. 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 The Pinnacle Financial Group's official website and social media links?

The Pinnacle Financial Group's official website is pfgnc.com and has social profiles on LinkedIn.

What is The Pinnacle Financial Group's NAICS code?

The Pinnacle Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Pinnacle Financial Group have currently?

As of December 2025, The Pinnacle Financial Group has approximately 19 employees across 2 continents, including North AmericaAsia. Key team members include Chief Medical Advisor: E. V.President: T. D.President Of The Georgia Chapter: P. L.. Explore The Pinnacle Financial Group's employee directory with LeadIQ.

What industry does The Pinnacle Financial Group belong to?

The Pinnacle Financial Group operates in the Financial Services industry.

What technology does The Pinnacle Financial Group use?

The Pinnacle Financial Group's tech stack includes Amazon Web ServicesAmazon EC2DrupaljQueryNew RelicHSTSGoogle Tag ManagerGoogle Analytics.

What is The Pinnacle Financial Group's email format?

The Pinnacle Financial Group's email format typically follows the pattern of FLast@pfgnc.com. Find more The Pinnacle Financial Group email formats with LeadIQ.

The Pinnacle Financial Group

Q: How many employees does The Pinnacle Financial Group have currently?

The Pinnacle Financial Group has approximately 19 employees.

Q: What technology does The Pinnacle Financial Group use?

The Pinnacle Financial Group's tech stack includes Cloudflare, Datadog, Drupal Multisite, Google Analytics, Acquia Cloud.

Q: What is The Pinnacle Financial Group's NAICS code?

The Pinnacle Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesNorth Carolina, United States11-50 Employees

The Pinnacle Financial Group is an independent Wealth Management firm that works with business owners and Wealth Builder℠ individuals. The firm guides clients towards their financial and life objectives by providing them with “concierge”-level assistance in the areas of Employee Benefits, Investment and Retirement Planning, and Business and Estate Planning.  We can be reached at 704-292-2920.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. 

This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IL, KY, NC, NH, OH, SC, TX, VA, WI, and WV.. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

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