BrokerCheck

Our People

Leadership

Joe-Esposito
Joe Esposito
President and Founder
John-Raschella
John Raschella
Wealth Manager
Blake-Spencer
Blake Spencer
Wealth Manager
Fran-Difede
Fran Difede
Practice Manager

Operations

Tricia-Kiernan
Tricia Kiernan
Client Service Specialist
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Lorraine Kalista
Client Service Specialist
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Lauren Fulton
Client Service Specialist
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Kerri Holt
Client Service Specialist
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Brandon Martins
Client Relationship Manager
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Melissa Salcedo
Client Service Specialist
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Valerie Hopp
Administrative Assistant
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Rosy Walia
Administrative Assistant

Pinnacle Pups

Brando
Marlon
Chief Comfort Officer
Baloo
Baloo
Chief Barketing Officer
Marlon
Brando
Chief Security Officer

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'll carefully explain your options and the different strategies available to you, so you can make the right decisions for you and your loved ones.

To schedule a consultation, call our offices at 516-763-9700 or complete our contact form.

Own Your Journey

It’s Your Journey — we will help you own it.

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