The Pinnacle Financial Group

  • Financial Services
  • Rockville Centre NY
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
9 South Long Beach Road, Rockville Centre NY
Website
thepinnaclefg.com
Employees
9
Founded in
2003
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is The Pinnacle Financial Group

The Pinnacle Financial Group is a financial services firm based in Rockville Centre, New York. The company employs nine individuals and generates over $10,000 in annual revenue. The Pinnacle Financial Group specializes in providing personalized financial advice and strategies to individuals. They work closely with clients to understand their financial objectives, risk tolerance, and investment goals. The firm then develops customized financial plans designed to help clients achieve their aspirations. The Pinnacle Financial Group distinguishes itself by emphasizing client-centricity. Their approach prioritizes understanding and meeting the unique needs of each client, ensuring that their financial strategies align with their individual goals and circumstances. For inquiries or to learn more about The Pinnacle Financial Group's services, please visit their website at thepinnaclefg.com.

Company Leadership

Blake Spencer

Managing Director Business Development

Phone Email

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FAQ

What is the location of The Pinnacle Financial Group's headquarters?
The headquarters of The Pinnacle Financial Group are situated at 9 South Long Beach Road, Rockville Centre NY
What is The Pinnacle Financial Group's official website?
The official website of The Pinnacle Financial Group can be found at thepinnaclefg.com.
What is The Pinnacle Financial Group's current revenue?
As of August 2023, The Pinnacle Financial Group's annual revenue reached $10B.
How many employees does The Pinnacle Financial Group currently have?
The Pinnacle Financial Group employs approximately 9+ people as of August 2023
Which industries is The Pinnacle Financial Group primarily operating in?
The Pinnacle Financial Group operates in the following industries: Finance, Credit
Who is the Managing Director Business Development of The Pinnacle Financial Group?
The Pinnacle Financial Group's Managing Director Business Development is Blake Spencer
When was The Pinnacle Financial Group founded?
The Pinnacle Financial Group was founded in 2003.

Employee Directory

Key Employees

Brooke Masaitis

Client Service Specialist

Phone Email

Philip Simmons

Director of Investment Services

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