About The Pinnacle Financial Group

At The Pinnacle Financial Group, our clients are from all walks of life, from tradesmen to small business owners, professionals and retirees. We also enjoy a large clientele of teachers, correction officers and police officers—located in Long Island and the greater New York metropolitan area—who have worked hard for decades to provide for their loved ones. Our clients rely on us to help manage, pursue and, most importantly, preserve their assets.

We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.

INVESTMENT MANAGEMENT

Our team brings deep insight to the asset allocation process. Our experience in developing tailored asset allocation strategies for our clients is supported by access to industry-leading research and asset allocation modeling tools.

  • Retirement Planning
  • Estate Planning
  • Benefits Consulting

RETIREMENT PLANNING

Our experienced advisors will help you work towards your retirement income needs and seek to maintain the lifestyle you have worked so many years to achieve. We can create a retirement income distribution strategy designed with the goal to adjust for inflation and market fluctuations to help you enjoy your retirement years.

  • Investment Management
  • Personal Financial Planning
  • Insurance