The Pinnacle Financial Group
Company Management

The Pinnacle Financial Group

Financial Services Rockville Centre, New York, United States 13 employees
Employees
13
Contacts
3
Emails
3

The Pinnacle Financial Group Overview

Headquarters
Rockville Centre, New York, United States
Industry
Financial Services
Employees
13
Founded
2003
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About The Pinnacle Financial Group

Discover The Pinnacle Financial Group Difference WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE. Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours. Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals. Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals. The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

The Pinnacle Financial Group Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage

The Pinnacle Financial Group Org Chart

Sample employees and titles
Name Title Contact
Elisa Verna Caspare Senior Wealth Advisor at Lpl Financial
Email
Bonnie Baval-Kresin Cfp™, Lpl Registered
Email
Chris Devincentis Senior Vice President / Wealth Advisor
Email

Employees by Management Level

Director 2 profiles
Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

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