Our List of Professional Services Providers

At The Pinnacle Financial Group, providing an outstanding level of service to you is our number one goal and extends well beyond your wealth management needs. We want to serve as your go-to source across the many aspects of your life.

Our focus on service is one of the primary reasons our clients  refer us to friends, family members and business associates. There is a comfort level that comes from knowing someone who has done business with a service provider you are considering hiring. Our many years of active community involvement and experience working with small businesses, trades and professional service firms allow us to confidently provide you with referrals for a wide array of services.



  • Accountants
  • Attorneys
  • Auto Dealers
  • Body Shop/Auto Repair
  • Car Rental Agents
  • Caterers
  • Construction/Contractors
  • Dentists
  • Doctors and Medical Specialists
  • Doctors of Alternative Medicine



  • Dog Trainers
  • Electricians
  • Event/Party Planners
  • Florists
  • General Handyman
  • Health & Nutrition
  • House/Office Cleaning
  • Insurance – Auto and Property & Casualty
  • Interior Design
  • Mechanics
  • Mortgage Professionals
  • Painters



  • Personal Fitness Trainers
  • Personal Shoppers
  • Plumbers
  • Private Investigators
  • Private Party Entertainment
  • Background Checks
  • Property Appraisers
  • Real Estate Agents
  • Translation Services
  • Travel Agents
  • Tutors
  • Photo Restoration


Contact Us the next time you find yourself in need of any of the services listed here. We will be happy to provide contact information for specific businesses in your local area that may suit your needs. If there is a service you are interested in that is not on this list—just ask to speak with Joe. Chances are he knows someone who may be a good fit for your needs.

Referrals are neither endorsed or affiliated with LPL Financial.

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.


For a Free First Time Consultation
and Portfolio Review


For a Free First Time Consultation
and Portfolio Review

5 + 9 =

Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570


Fax: 516.763.9706

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