Pinnacle Investments is your one-stop financial services partner. Our approach is simple and straight forward. No gimmicks. As a local company right here in the community, we share similar values and have a stake in the success of the region. While we may be locally based, we have global reach, including the ability to trade international securities directly on the foreign market exchanges and corporate and municipal bonds directly with other dealers. Our team of experienced and dedicated Financial Advisors is ready to assist you with your financial objectives so that you may achieve life’s short and long-term goals. All this explains why Pinnacle Investments is the fastest growing financial firm in the region. Quite simply; your success is our success.

Investment Products

  • Full-Service Brokerage Accounts
  • Stocks
  • Mutual Funds
  • Certificates of Deposit (CDs)
  • Bonds
  • Managed Portfolios
  • Institutional Money Management
  • Unit Investment Trusts
  • Private Placements
  • Alternative Investments
  • Corporate Pension Plans
  • IRA, SEP and Keogh Plans
  • Annuities
  • Life Insurance
  • Long Term Care Insurance

Planning

  • Financial Planning
  • Retirement Planning
  • Estate and Trust Planning
  • Tax Planning
  • Wealth Transfer Planning
  • College Tuition Planning
  • Philanthropic Advice

Account Reporting

  • Monthly Statement Service
  • Annual Statement Summary
  • Performance Reporting
  • Gain/Loss Reporting
  • Asset Allocation Analysis
  • 24/7 Online Account Access
  • Account Consolidation Reporting Service

Reporting

  • Equity & Fixed Income Investment Research
  • Global Research
  • Market Commentary

Banking

  • Debit Card
  • Check Writing
  • Cash Management Accounts
  • Certificates of Deposit
  • SIPC Insurance
  • Lending

Miscellaneous

  • Single Point-of-Contact for Accounts
  • Real-Time Quotes
  • Financial News

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