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The Pinnacle Group Employee Directory

Financial ServicesOhio, United States2-10 Employees

The Pinnacle Group is a small financial services advisory firm based in West Chester, Ohio. It offers financial planning and advisory services designed to help clients secure their financial futures and navigate decisions that affect their lives. The firm emphasizes independence to minimize conflicts of interest and positions itself as an advocate for clients in selecting appropriate financial products and services.
A team-based model combines the expertise of its professionals with input from strategic partners. Its compensation structure is designed to reduce conflicts and sales pressure, reflecting a focus on client outcomes rather than transactional incentives.

Find The Pinnacle Group employees' phone numbers or email addresses

The Pinnacle Group Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

The Pinnacle Group's Leadership

  • Stylized image of a person
    J. P.
    CEO
    Phone icon
    Mobile Phone

The Pinnacle Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from The Pinnacle Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P.
    CEO
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 22, 2024

Frequently Asked Questions

What is The Pinnacle Group known for?

Minus sign iconPlus sign iconThe Pinnacle Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 9100 West Chester Towne Centre Drive Suite 225 West Chester, Ohio 45069 United States; you can contact the main corporate office by phone at
+1-513-874-****
. Explore The Pinnacle Group's company overview page for more information.

What is The Pinnacle Group's most common email format?

Minus sign iconPlus sign iconThe Pinnacle Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Pinnacle Group email formats with LeadIQ.

How many employees does The Pinnacle Group have currently?

Minus sign iconPlus sign iconThe Pinnacle Group has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are The Pinnacle Group's key employees and leadership?

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As of February 2026, The Pinnacle Group's key employees include:

  • CEO: J. P.

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