WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world—the financial industry. Unlike the rest of the industry who overlook the majority of North Americans or take advantage of them, we fight for families by first teaching them how money really works and then by helping them create the financial security and independence they deserve.
With thousands of entrepreneurs across North America, WealthWave's team of educators are united to stamp out financial illiteracy. With world-class training, tools, and technology our leaders are building scalable businesses without limits as we spearhead our crusade.
We see a world where everyone is financially literate and has access to the tools and support they need to use that knowledge to create a better life for themselves and their children.
Mercantile was founded in 1934 as an accounts receivable management firm servicing Western New York healthcare providers. While remaining loyal to the healthcare business that gave us our start, Mercantile has significantly diversified the services we offer, as well as the local and nationally renowned client base we service.
As a result of strategic changes, restructuring of the Company’s infrastructure, strong organic growth, significant capital investment and selective acquisitions, Mercantile is recognized as one of the ARM and Call Center Industry’s leading companies. We are strongly positioned to facilitate the compliance, service and performance requirements of our existing client partners, while supporting the on-going growth from new and prospective clients.
Mercantile is an employer of choice in both of the locations where we have a presence. We have achieved this reputation from a combination of a fair compensation program and a developmental environment that fosters growth, creativity and healthy competition. This enables us to attract and retain experienced call center representatives and managers. Training consists of classroom sessions and a mentoring program that provides inexperienced new hires with the skills and knowledge necessary to become successful collectors. Our below industry average turn-over rate is indicative of the time, effort and investment we have made in creating a quality work experience for our employees.
We are proud of our Company’s heritage, position in the Industry and giving back to the communities where we live and operate. Mercantile is the recipient of Industry, Client and Community awards.
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.