Terms of Use

This privacy policy sets out how The Pinnacle Financial Group uses and protects any information that you give The Pinnacle Financial Group when you use this website.

The Pinnacle Financial Group is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

The Pinnacle Financial Group may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes.

What we collect

We may collect the following information:

  • Business name, contact name and job title
  • Contact information including email address and cell phone
  • Demographic information such as zip code and communication preferences
  • Other information relevant to customer satisfaction

What we do with the information we gather

We require this information to understand your needs and provide you with better service. This information may be used for the following reasons:

  • Internal record keeping
  • What does ‘Emergency needs by site members’ mean?
  • To improve our products and services
  • Using the email you provided, we may periodically send promotional emails about new products, special offers or other information
  • We may use your information to contact you for market research purposes via email, phone, fax or mail
  • Security? What kind of security?

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put into place suitable procedures to safeguard and secure the information we collect online.

How we use cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyze web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyze data about webpage traffic and improve our website to meet customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. With your permission, we may use your personal information to send you promotional information about third parties.

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held about you, please write to The Pinnacle Financial Group at 2325 Maryland Road, Suite 150, Willow Grove, PA 19090.

If you believe any information about you is incorrect, please contact us as soon as possible. We will promptly correct any information.

The Pinnacle Financial Group Cookies Policy

This Cookies Policy forms part of our general Privacy Policy.

In common with most other websites, we use cookies and similar technologies to help us understand how people use The Pinnacle Financial Group. This allows us to continually improving our website. We have created this Cookies Policy to provide you with clear and transparent information about the technologies & services that we use on The Pinnacle Financial Group.

If you choose to use our website without blocking or disabling cookies or opting out of other technologies, you will indicate your consent to our use of these cookies and other technologies and to our use (in accordance with this policy and the rest of our Privacy Policy) of any personal information that we collect using these technologies. If you do not consent to the use of these technologies, please be sure to block or disable them using your browser settings, or the settings within our mobile apps.

What cookies are used for on this Website?

Some of the cookies on our website are essential for us to be able to provide you with a service you have requested. An example of this would be a cookie used to enable you to log into your account on the website or which allows communication between your browser and the website. This particular cookie helps our client’s user experience and also makes the upload speed/site speed much faster.

Types of Software, Tracking & Marketing Used on This Site- Google Analytics & Webmaster Tools:

We use Google analytics & Webmaster Tools cookies to help us understand how users engage with our website. An example is counting the number of different people coming to our website or using a particular feature, rather than the total number of times the site or feature is used. Another example is tracking the type of device that is used most commonly for engagement on this site. Without this cookie, if you visited the website once each week for three weeks we would count you as three separate users. We would find it difficult to assess how well our website (desktop, tablet & mobile) is performing and improve it without these cookies.

VWO (Visual Website Optimizer):

VWO’s software is used to show multiple versions of our site to different users. It benefits the user experience by offering A/B testing for optimal user experience and conversions. VMO creates and A.B tests different versions or our website to continually discover the best performing versions that increase the user feedback.

Google AdWords and Google Remarketing:

The Pinnacle Financial Group leverages Google AdWords and the Google Remarketing technology, both operated by the company Google Inc. (“Google”).

For measuring conversion with Google AdWords, a conversion tracking cookie is placed when a user clicks on a The Pinnacle Financial Group text ad, display ad or any other internet marketing that Google might offer. Conversion tracking cookies expire after 30 days and are not used for personal identification. Google uses a different cookie for each Google AdWords customer and there is no consolidation of the cookie data with other data. If you click on one of our Ads and proceed to a page equipped with a conversion tag and the cookie has not yet expired, the conversion is documented. Conversion tracking cookies tell us the total number of conversions and are reviewed for performance.

Google Re-marketing cookies are placed to serve our Ads to you at a later time when you browse pages that are part of the Google content network. Remarketing cookies expire after 30 days and are not used for personal identification. For more information on Google Remarketing.

Social Sharing:

We use third party cookies to allow you to share content directly on the social networking/sharing sites like Facebook, Twitter or Google+. Examples would be if you wanted to “like” or “tweet” about us or our products or services.

When you visit our site, we use “Third Party Cookies” on your browser for targeted advertising purposes.

How to Control or Opt Out of Cookies:

You can delete all cookies that are already on your computer and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit a site and some services and functionalities may not work. For more information on how to delete or disable cookies form your browser please use the “help” function within your browser.

If you want to know more about how cookies work and how to manage or delete them, visit the World Wide Web & search “How Cookies Work.”

We may update this policy from time to time so you may want to check it each time you visit our website. The Last update was done in May 2018.

Contact the Pinnacle Financial Group

At The Pinnacle Financial Group, we’ve 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 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

Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570


Fax: 516.763.9706

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