LATEST NEWS & EVENTS
April 18, 2013
Pinnacle Named a Top 10 Company to Work for in Central New York by BizEvents/CNY Business Journal
Pinnacle Named a Top 10 Company to Work for in Central New York by BizEvents/CNY Business Journal
September 19, 2011
Riverwood Capital co-founder Thomas J. Smach joins Pinnacle's board of directors, bringing global management experience to the firm.
Riverwood Capital co-founder Thomas J. Smach joins Pinnacle's board of directors, bringing global management experience to the firm.
September 1, 2011
Pinnacle welcomes Janet Pendergraph, MBA who has joined Pinnacle as a Financial Advisor and will be moving her practice to the Auburn, New York office.
Pinnacle welcomes Janet Pendergraph, MBA who has joined Pinnacle as a Financial Advisor and will be moving her practice to the Auburn, New York office.
August 19, 2011
We are please to announce that Ryan W. York has joined us as a Financial Advisor and will be moving his practice to the Franklin Square office in Syracuse, New York.
We are please to announce that Ryan W. York has joined us as a Financial Advisor and will be moving his practice to the Franklin Square office in Syracuse, New York.
February 8, 2011
Bridget Ball Shaw joins Pinnacle as Vice President and Financial Advisor. Her practice will be based in our new Albany, NY office.
Bridget Ball Shaw joins Pinnacle as Vice President and Financial Advisor. Her practice will be based in our new Albany, NY office.
February 1, 2011
We are pleased to announce the opening of our new office in Albany, NY.
We are pleased to announce the opening of our new office in Albany, NY.
BUFFALO, NY
We've grown to become one of the largest independent full service investment firms in Upstate New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with local ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1 billion in assets.
VALUE PROPOSITION
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1 Billion. As an independent firm, Pinnacle offers an open architecture platform and state of the art technology through its relationship with National Financial Services, a Fidelity Investments company.
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