Pinnacle Investments is a fiduciary-focused financial services firm serving Syracuse and Central New York. We help individuals, families, and businesses pursue long-term financial confidence through fee-based investment management, brokerage accounts, financial planning, insurance and annuities, and workplace retirement solutions. Our advisors take a personalized approach rooted in relationships, thoughtful guidance, and strategies aligned with each client’s goals, risk tolerance, and stage of life. Whether you are planning for retirement, managing wealth, protecting your family, preparing for major life transitions, or evaluating benefits for your business, Pinnacle provides experienced guidance designed to help you build, manage, and protect your financial future with clarity, care, and your long-term priorities at the center of every recommendation.
Security and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC. Full list of disclosures can be found on our website.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Integrity Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm