Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses. Our team of experienced insurance experts, finance strategists, and consultants has helped more than 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve their efficiency and profitability.
| Website | https://www.pinecrestconsulting.com/ |
| Employees | 90 (15 on RocketReach) |
| Founded | 2019 |
| Address | 18111 Preston Rd Ste 610, Dallas, Texas 75252, US |
| Phone | +1 469-918-0053 |
| Industry | Business Consulting and Services |
| Keywords | Insurance Consulting, Insurance Brokerage, Insurance Solutions, Financial Services, Strategic Advisory, Risk Management, Financial Solutions, Boutique Services, Financial Planning, Small Business Consulting, Business Consulting, Business Solutions, Midsize Business Consulting, Investment Advisory, Wealth Management, Consultant Services, Retirement Planning, Estate Planning, Advisory Services, Tax Planning |
| Competitors | Deloitte, PwC, EY, Accenture, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Oliver Wyman, Roland Berger +50 more (view full list) |
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Pinecrest Consulting Questions
Lior Goldstein is the Director of Pinecrest Consulting.
15 people are employed at Pinecrest Consulting.
Pinecrest Consulting is based in Dallas, Texas.
Top Pinecrest Consulting Employees
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Riley McMillin
Associate Broker at Pinecrest Consulting
Dallas, TX, US11 -
Lior Goldstein
Director at Pinecrest Consulting
Texas, United States2 -
Alex Nelson
Account Manager at Pinecrest Consulting
Dallas, TX, US11 -
Mary Dignam
Office Manager at Pinecrest Consulting
Dallas, TX, US11 -
Jett Andrews
Insurance Specialist at Pinecrest Consulting
Texas, United States11 -
Rebecca Masin
Account Manager at Pinecrest Consulting
Miami, FL, US22
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