Happy Thanksgiving 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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ATTENTION! We are happy to announce that we are collecting for our annual Toys for Tots Drive starting November 8th running through December 15th, 2024. The Pinnacle Financial Group has been an official Toys for Tots supporter for years and we are excited to announce that we now have two locations as a drop-off point: Our office at: 9 S. Long Beach Road, Rockville Centre, NY. 11570 And our new office at: 445 Broad Hollow Road, Ste. 112, Melville, NY. 11747 The donation boxes are available for drop-off during business hours. We wish you a Happy Holiday Season and thank you for your anticipated donation.
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The Pinnacle Financial Group's Road to the US Open 2024 Sweepstakes. Every year, we look forward to attending the US Tennis Open in Flushing Meadows. With tennis back in full swing, we are giving away a pair of Grounds Passes for the first Monday at The US OPEN Tennis Tournament, Mon, Aug 26, 2024! All you need to do is answer the question below for a chance to join the other winners with a $25 Amazon Gift Card and a chance at our Grand Prize Drawing. For our 4th question, In the 2004 blockbuster romcom "The Notebook" how many letters does Ryan Gosling's Character Noah write to Allie (Rachel McAdams)? Enter Here: https://lnkd.in/euuwpnum
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The Pinnacle Financial Group's Road to the US Open 2024 Sweepstakes. Every year, we look forward to attending the US Tennis Open in Flushing Meadows. With tennis back in full swing, we are giving away a pair of Grounds Passes for the first Monday at The US OPEN Tennis Tournament, Mon, Aug 26, 2024! Congratulations to our Week 2 Winner Jung Lee! For the third round, please provide the correct answer to the question: For our Third Question: In Adam Sandler's 1998 Movie "The Wedding Singer". What was the last name of original fiancé of Drew Barrymore's character Julia? Enter Here: https://lnkd.in/d-hidGjr How to win? Correctly answer the question in 1 of 4 cycles. There will be 4 gift card drawings and a grand prize drawing. For every answer, you get 1 entry, correct answers get 2 entries into the sweepstakes. Each Drawing we will randomly choose a winner from that week's group of entries to get a secondary prize, a $25 Amazon Gift Card, great for anything you might need this summer! Winners will be announced on the following Monday. Please feel free to share with family and friends to maximize your entries! Cycle Dates: The first cycle will start July 16th and end on July 19th. The next cycle will be from July 22nd to July 26th. The third cycle will be from July 29th to Aug 2nd. The last cycle will last from August 5th to August 9th with the last question and grand prize being drawn on the following week. Weekly Prize: $25 Amazon Gift Card Grand Prizes: A Pair of 2 Grounds Passes to the 2024 US Tennis Open! Best regards, and GOOD LUCK!
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