The Pinnacle Financial Group

www.thepinnaclefg.com

Discover The Pinnacle Financial Group Difference WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE. Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours. Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals. Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals. The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

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Discover The Pinnacle Financial Group Difference WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE. Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours. Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals. Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals. The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

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Country

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State

New York

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City (Headquarters)

Rockville Centre

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Employees

11-50

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director of Investment Services

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director Operations and Investments

    Email ****** @****.com
    Phone (***) ****-****
  • Business Relationship Manager for Dawn Feniello Bressingham

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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