All at the same table. All on your side.
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management.
We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs.
As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Let us help you worry-free planning for a secure tomorrow with services including:
- Wealth Management
- Trust Management
- Corporate Trusts
- Company Retirement Plans
- Wealth Collaboration
- Institutional Investing
Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com
Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Premier Consulting Partners is a benefits consulting and financial services firm that offers a wide spectrum of financial products and services for both individuals and corporations.
Known for personalized service, we design and create proactive strategies to help you get to your desired level of growth and success.
With offices in Long Island and Manhattan, we are conveniently located to offer onsite service and assistance for you and your business.
• Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Premier Consulting Partners] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
Insight Management Consultants ("Insight") is a management consulting and technology services firm dedicated to assisting clients who face strategic challenges and opportunities as they pursue sustained competitive success.
Insight has gained the reputation as a firm executives look to when experience counts. Each of our professionals has extensive experience managing critical components of corporations. Most have backgrounds partnering within the largest consulting firms in the country. Unlike many firms, Insight does not employ a highly leveraged model, which staffs projects with junior people. Our model recognizes that senior management wants experienced, qualified assistance for their most important projects.