Pinnacle Financial Services is a national marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients' insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge.
We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team.
As our partner, your contribution is your selling skills, and ours is superior support. That’s why our motto is YOU’VE GOT THE TALENT. WE’VE GOT THE TOOLS. IT’S ALL ABOUT SHARED SUCCESS. Our tool chest is extensive. We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time. Never fill out contracting paperwork again!
Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry.
Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.
Company Details
- Employees
- 86
- Founded
- -
- Address
- 65 W. Street Rd.,
- Phone
- (800) 772-6881
- st****@****nce.com
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- pfsinsurance.com
- Keywords
- Medicare, Annuities, Disability, Life, Health, Insurance, Financial Services, Long-Term Care, aca.
- HQ
- Warminster, PA
Pinnacle Financial Services, Inc. Questions
Pinnacle Financial Services, Inc.'s helpline number is (800) 772-6881
Pinnacle Financial Services, Inc.'s website is pfsinsurance.com
Pinnacle Financial Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/pfsinsurance
Pinnacle Financial Services, Inc. has
86 employees.
View email and phone details for 86
employees at Pinnacle Financial Services, Inc..
Pinnacle Financial Services, Inc.'s industry is
Insurance
Pinnacle Financial Services, Inc.'s top competitors are
Spark,
The Senior Resource Group, Llc,
Senior Market Advisors (844-452-5020),
Ritter Insurance Marketing,
Integrity,
Amerilife,
Agent Boost Marketing,
Prosperity Health Group,
Pinnacle Financial Partners,
Pinnacle Financial Group.
Pinnacle Financial Services, Inc.'s support email address is status@pfsinsurance.com
Pinnacle Financial Services, Inc.'s categories are Insurance
Pinnacle Financial Services, Inc.'s founding year is 2001
