One of the largest independent full-service investment firms in Central New York

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We’ll work long after retirement so you don’t have to.

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Let them dream big!

Start investing in their education today with a 529 College Savings Plan!

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Committed to providing a tailored, dynamic array of services to local municipalities

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Our financial plans are customized to your needs.

We look out for your interests every step of the way.

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Our Solution

Planning

While the “language of investing” is second nature to us, we understand it can seem intimidating for many people. At Pinnacle, we take the time to help you fully understand your financial position, your investment options, and how you will benefit from each strategy we recommend. Fair and straightforward, we let you know the cost of our services up front. Fully informed, you can make your decisions with confidence.

Investments

We're looking out for your interests every step of the way. That means investments are selected objectively-not because we receive extra benefits for suggesting them to you. In fact, we have access to one of the largest investment supermarkets in the industry. We can choose from thousands of mutual funds, exchange-traded funds, institutional money managers who operate across all asset classes, and trading desks.

Communication

Once your plan is in place, we continue to monitor your portfolio behind the scenes. We review your investments periodically, and are committed to keeping you informed and involved. We also encourage you to keep us informed of any changes that may require an adjustment to your portfolio.

Our Expertise

Choosing an investment firm is an important decision – one that directly affects the growth and management of your hard-earned assets. With so much at stake, why specifically choose Pinnacle?

Choose Proven Results

We have an established record of exceptional advice, stellar client service and prudent management of portfolios of all sizes.

Choose independence

We invest in sound, recognized investments. Your portfolio isn't limited by "affiliations" with specific investment companies or proprietary products.

Choose Unmatched Experience

At Pinnacle, you'll draw on the resources of a diverse team of advisors who specialize in specific areas of financial planning and investment management.

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Pinnacle Family of Companies

Contact a Pinnacle Financial Advisor
today and let us help you reach the top!