Climb to the Top of Financial Freedom with a Trusted Partner

$3B+

in Total Assets

22

Locations Across the US

28+

Years in Business

For Those Seeking Exceptional Advisors,
Producing Real Results

At Pinnacle Investments, we have the knowledge, education, and credentials you’d expect from an investment firm. Our full spectrum of products and services includes everything from traditional stocks, bonds, CDs, and mutual funds to personal financial planning, asset allocation, managed portfolios, and corporate pension plans, as well as unique investment opportunities including private placements and alternative investments. Your best life begins with financial independence that fits your lifestyle. Discover new financial and investment management advice from one of our advisors.

Find an Advisor

Our Solutions

Investment Services

We are not limited to just one way of investing. Our advisors can offer fee-based managed accounts as well as transactional brokerage accounts. We select the account type that’s in your best interest.

Holistic Financial Planning

We believe in taking a holistic approach to financial planning. This means we look at the big picture of your financial life, and consider all aspects that contribute to your overall financial health and goals.

Insurance & Annuities

Assessing insurance needs, ensuring adequate coverage, managing potential financial risks. We assure you safeguard your legacy and secure your retirement.

Workplace Retirement Solutions

We offer comprehensive workplace retirement solutions designed to help both employers & employees achieve their financial goals. Our experts help you create an enticing retirement program!

Retirement Income Planning

Download our complimentary retirement income planning worksheet now and start mapping out your financial future with confidence.

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Benjamin R. Quilty, MBA, CFP®, Chief Executive Officer

A Message from Our CEO

“We are a trusted partner – at Pinnacle we have the tools and resources to help our advisors execute the highest level of service for our clients. With the Pinnacle Family of Companies, we have the ability to offer our clients an array of services, to help them navigate the complexities of the financial world.”

Ben Quilty, MBA, CFP®