516.763.9700
BrokerCheck

Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. The proper guidance from an experienced advisor will ensure that your financial independence is shared with your family, friends and the charitable organizations you designate.

We will help you articulate your estate planning goals and work closely with your tax and legal advisors to assure your objectives are being addressed. Or, if you prefer, we can refer you to an estate attorney and/or tax professional adept at the intricacies of estate and tax planning. Whether you use a Trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating through today’s complicated estate planning landscape.

BrokerCheck

Contact The Pinnacle Financial Group

At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We will carefully explain your options and the different strategies available to you so that you can make the right decisions for you and your loved ones.

To schedule a free initial consultation, call our offices at 516-763-9700 or complete the form provided below.

BrokerCheck

For a Free First Time Consultation
and Portfolio Review

BrokerCheck

For a Free First Time Consultation
and Portfolio Review

2 + 14 =

Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570

 

516.763.9700
Fax: 516.763.9706

Facebook Twitter Linked-in Google-Plus

Pinnacle Financial Group Facebook Twitter Linked-in Google-Plus