Pinnacle Financial Services, Inc.

Pinnacle Financial Services, Inc.

Insurance 65 W. Street Rd. 86 employees
Employees
86
Contacts
4
Emails
4
Phones
2

Pinnacle Financial Services, Inc. Overview

Headquarters
65 W. Street Rd.
Phone Number
Available in AeroLeads
Industry
Insurance
Employees
86
Founded
2001
Company Email
Available in AeroLeads
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About Pinnacle Financial Services, Inc.

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.

Pinnacle Financial Services, Inc. Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Pinnacle Financial Services, Inc. Org Chart

Sample employees and titles
Name Title Contact
Angela Palo COO, Pinnacle Financial Services
Email Phone
John Belvedere Long Term Care and Medicare Supplement
Email
Rich Danese Operations and Compliance Coordinator
Email
David Belgard President of the Belgard Group Llc
Email Phone

Employees by Management Level

Individual contributor 18 profiles
Director 9 profiles
Executive 2 profiles
Manager 2 profiles
Senior / Lead 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 7 7 6
Executive 4 4 2
General 2 2 1
Sales 1 1 1
Legal 1 1 0
IT 1 1 0

Pinnacle Financial Services, Inc. Tech Stack

Product / design 2 profiles

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