Our Purpose | The Pinnacle Financial Group

Our Purpose

Our PURPOSE is to Provide You with a Framework for Success

Make Informed Decisions about Your Financial Future

Our goal is to build a long-term partnership with you. We understand everyone’s circumstances and objectives are highly individualized which is why you need a “personal financial plan.” We are not interested in selling you something you do not need and is not in your best interest.

Our clients rely on The Pinnacle Financial Group because we respect their needs and help them implement strategies in line with their goals. We are interested in getting to know you so we can build a long-term relationship dedicated to working toward your financial objectives.

When you work with The Pinnacle Financial Group,

You can expect:

  • Professional advice, guidance & solutions
  • The highest professional standards & integrity
  • Full disclosure and transparency
  • Personalized planning & advice
  • Accessible and responsive advisory services
  • Unremitting commitment to excellence
  • Friendly and helpful professionals
  • Success based on helping you Own Your Journey

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.