Happy President's Day from The Pinnacle Financial Group!
关于我们
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.
- 网站
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https://www.thepinnaclefg.com
The Pinnacle Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Rockville Centre，NY
- 类型
- 私人持股
- 创立
- 2003
- 领域
- Investments、Insurance、Retirement Plans、Retirement Planning、Employee Benefits Consulting、Financial Planning和College Savings Plans
地点
The Pinnacle Financial Group员工
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Dawn Feniello Bressingham, AIF?, CPFA
Wealth Advisor | Retirement Plan Compliance Specialist DC/DB Plans | Fee Analysis | Fiduciary Training/Risk Reduction
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Chris Devincentis
Senior Vice President / Wealth Advisor
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Elisa Verna Caspare
Senior Wealth Advisor at LPL Financial
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Bonnie Baval-kresin
CFP?, LPL Registered Representative Senior Wealth Advisor, The Pinnacle Financial Group
动态
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New year! New logo! As you might have seen, we are introducing a new logo which better represents our mission and commitment to you. Like a sherpa guiding you up to the summit, we will work to help you reach your financial goals. Although our logo has changed, you will still get the same quality, independent service from us! Best wishes in the new year! TPFG
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Wishing you a Happy Holiday Season, may it be filled with fond memories made with family and friends. Whether you celebrate Hanukkah, Christmas, or something else, remember that it is the season of remembrance and giving. When I think back to the traditions that make up my own take on the season such as our Thanksgiving Grateful Jar and our toy donation for Toys 4 Tots, I remember that there are always times for giving and things to be grateful for. I hope this season will give you time to reflect on the blessings we are given every day. As I said before, cherish the memories and traditions that make the holidays what they are and think ahead on how to create new ones in the upcoming years. Wishing you a great holiday and a happy new year! Joe
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The Pinnacle Financial Group is grateful to everyone who contributed to our annual Toys 4 Tots campaign during the holiday season! Through your efforts we were able to gather a plethora of toys for deserving children, that will be delivered to Toys 4 Tots today. Happy Holidays to you and your family!
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