The Pinnacle Financial Group Employee Directory
Financial ServicesNew York, United States11-50 Employees
The Pinnacle Financial Group is a financial services firm that provides planning and advisory services to individuals seeking guidance on their financial future. The firm emphasizes a client-centered approach, taking time to understand income objectives, risk tolerance, and investment goals before designing a plan. It positions its offerings as a structured framework with ongoing service and tools intended to support informed decision-making and progress toward stated goals. Based in Rockville Centre, New York, the company describes itself as a small-to-mid-sized practice within the broader financial services landscape. Securities are offered through LPL Financial, while advisory services are provided directly by The Pinnacle Financial Group as a registered investment adviser separate from LPL. The arrangement situates the firm within a network of independent financial professionals that supports tailored plans and long-term client relationships.
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