We strive to provide you with a framerwork 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.

Discover Why Our Independence Is Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As an independent firm we have no cross-sell quotas. We spend our time developing customized solutions for the unique challenges you face.

Our independence is supported by  LPL Financial, the nation's largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors to enable them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

About The Pinnacle Financial Group

At The Pinnacle Financial Group our clients have very diverse backgrounds. They are from all walks of life, from tradesmen to small business owners, professionals and retirees. We also enjoy a large clientele of teachers, correction officers and police officers—located in Long Island and the greater New York metropolitan area—who have worked hard for decades to provide for their loved ones. Our clients rely on us to help manage, pursue, and most importantly, preserve their assets.

We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.

Learn more on our company website: https://thepinnaclefg.com/the-pinnacle-difference/