JB Associates Competitors

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.

We Help Companies Grow Growth can be challenging. Better information and fresh perspectives can help create new exciting growth opportunities. Dynamic Insights consists of two distinct and complimentary areas. Growth Solutions helps clients create and implement winning growth platforms. Business/Marketing Research helps clients answer questions about markets or people they serve/employ. Clients can tap these areas of expertise separately or in concert. We provide Ph.D. level market research, business and marketing strategies from people that have built businesses & developed leading brands, and highly experienced marketing implementation support so the research & strategies lead to real market growth. Supportive Expertise Everyone needs occasional support, particularly when seeking an external prospective. That’s our role. Our seasoned practitioners possess cross-industry experience in branding, product development, segmentation and new business development. Our Ph.D.s possess market research and statistical expertise. We operate like a ‘special teams’ unit. We come on the field as needed, help diagnose and improve processes, and exit the field when our work is done. We’ve worked on all sorts of projects in a wide variety of industries. Projects have focused on loyalty, market feasibility, concept testing, positioning and in-house training. We help clients look at different angles, so conceptual views about problems and opportunities are more complete from an entire business perspective. We then help identify desired outcomes and solutions. Focusing on the right goals is key; if you start with the correct endgame in mind, then your marketing efforts are more likely to be effective. We have a unique combination of resources typically found only in large consulting companies that don’t work on small to mid size projects. We have broad research capabilities and use them productively; to develop insights that drive results.

We are an almost-all volunteer organization with a board of directors, a Leadership Council, and a paid part-time executive director. Many of our 150+ members serve on committees or otherwise help with the day-to-day operation of the organization. In this way, we make friends, develop leadership skills, network with like-minded professionals, and give back to a great cause! Ask our Member Services Chair to suggest a committee that meshes with your interests and skills.