Pinnacle provides accounting services in the scope of retirement plan administration. Some of the services they provide include recordkeeping, payroll evaluation, pension consultation, and more. This company is headquartered in Lantana, Florida and was founded in 1984.
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Pinnacle Financial Services Questions
The Pinnacle Financial Services annual revenue was $13 million in 2026.
Lisa Odeja is the CEO of Pinnacle Financial Services.
41 people are employed at Pinnacle Financial Services.
Pinnacle Financial Services is based in Delray Beach, Florida.
The NAICS codes for Pinnacle Financial Services are [525, 5251, 541, 52, 54].
The SIC codes for Pinnacle Financial Services are [87, 872].
Top Pinnacle Financial Services Employees
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Lisa Odeja
Chief Executive Officer at Pinnacle Financial Services
Chandler, AZ, US5+ -
1
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Ted Key
National Business Director at Pinnacle Financial Services
Fort Lauderdale, FL, US11 -
Kevin Shields
Owner at Pinnacle Financial Services
Warminster, PA, US12 -
Lloyd Coon
Director of Business Developement at Pinnacle Financial Services
Chesterfield, MO, US1 -
Lisa Shivers
Office Manager at Pinnacle Financial Services
Glendale, AZ, US5+1 -
Kevin Jones
Broker and Owner at Pinnacle Financial Services
Greenville, SC, US1 -
Affiliates
Partner at Pinnacle Financial Services
Indore, MP, IN -
Stephanie Glissen
Sales Manager at Pinnacle Financial Services
Chesterfield, MO, US1 -
Mark R. Castellanos
Principal at Pinnacle Financial Services
California, United States12
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