Insights

Client-Centric Approach The Pinnacle Financial Group emphasizes personalized service and client trust, presenting opportunities to offer tailored financial products and advanced client engagement solutions that enhance their advisory capabilities.

Revenue Growth Potential With annual revenues between 10 million and 25 million and a relatively small team, there is significant potential for upselling digital tools, marketing services, or operational efficiencies to support scalable growth.

Technology Stack Utilization Their use of modern digital tools such as Google Tag Manager and Facebook Pixel indicates openness to digital marketing and analytics, providing avenues to introduce enhanced CRM, data analysis, and client outreach solutions.

Competitive Positioning Positioned alongside major firms with large workforces and extensive resources, The Pinnacle Financial Group can differentiate through niche marketing, personalized service offerings, or innovative financial planning tools tailored to small-scale advisors.

Expansion Opportunities Operating in a digital-first environment with a focus on client service creates opportunities to introduce new advisory platforms, compliance solutions, or training services to support their growth ambitions and client retention strategies.

The Pinnacle Financial Group Tech Stack

The Pinnacle Financial Group uses 8 technology products and services including Facebook Pixel, AdRoll CMP System, oEmbed, and more. Explore The Pinnacle Financial Group's tech stack below.

  • Facebook Pixel
    Analytics
  • AdRoll CMP System
    Consent Management
  • oEmbed
    Dev Tools
  • jQuery Mobile
    Mobile Frameworks
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

The Pinnacle Financial Group's Email Address Formats

The Pinnacle Financial Group uses at least 2 format(s):
The Pinnacle Financial Group Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
91%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%
FirstLast@lpl.comJohnDoe@lpl.com
1%
Last.First@lpl.comDoe.John@lpl.com
1%

Frequently Asked Questions

Where is The Pinnacle Financial Group's headquarters located?

Minus sign iconPlus sign icon
The Pinnacle Financial Group's main headquarters is located at 9 South Long Beach Road, Rockville Centre, NY 11570, US. The company has employees across 2 continents, including North AmericaAsia.

What is The Pinnacle Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact The Pinnacle Financial Group'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 The Pinnacle Financial Group's official website and social media links?

Minus sign iconPlus sign icon
The Pinnacle Financial Group's official website is thepinnaclefg.com and has social profiles on LinkedIn.

What is The Pinnacle Financial Group's NAICS code?

Minus sign iconPlus sign icon
The Pinnacle Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Pinnacle Financial Group have currently?

Minus sign iconPlus sign icon
As of December 2025, The Pinnacle Financial Group has approximately 14 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: B. R.Founder & Wealth Advisor: T. M.Managing Director Operations & Investments: J. R.. Explore The Pinnacle Financial Group's employee directory with LeadIQ.

What industry does The Pinnacle Financial Group belong to?

Minus sign iconPlus sign icon
The Pinnacle Financial Group operates in the Financial Services industry.

What technology does The Pinnacle Financial Group use?

Minus sign iconPlus sign icon
The Pinnacle Financial Group's tech stack includes Facebook PixelAdRoll CMP SystemoEmbedjQuery MobileGoogle Tag ManagerX-Content-Type-OptionsHTTP/3Nginx.

What is The Pinnacle Financial Group's email format?

Minus sign iconPlus sign icon
The Pinnacle Financial Group's email format typically follows the pattern of First.Last@lpl.com. Find more The Pinnacle Financial Group email formats with LeadIQ.

When was The Pinnacle Financial Group founded?

Minus sign iconPlus sign icon
The Pinnacle Financial Group was founded in 2003.

The Pinnacle Financial Group

Financial ServicesUnited States11-50 Employees

Discover The Pinnacle Financial Group Difference

WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE.

Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours.

Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals.

Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals.

The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

Section iconCompany Overview

Headquarters
9 South Long Beach Road, Rockville Centre, NY 11570, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    The Pinnacle Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    The Pinnacle Financial Group's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.