Innovation, uncommon expertise and proactive service together form the underpinnings of our firm’s foundation, and they are the principal reasons why our clients have benefited from working with us since 1973. Serving the needs of New England-based, national and international clients, we passionately bring our forward-thinking perspective and solutions to each client relationship. Our Employer Services and Private Client Practice, two distinct yet complementary areas of specialization, share a singular objective: to provide exceptional client service and cutting-edge insights and advice so that our clients can act with confidence.
Disclosure:
• Pinnacle Financial Group, a Registered Representative of M Holding Securities, Inc. offer securities in ME, NH, MA, RI, VT. Residents of other states should consult with a local registered representative for securities products.
• Pinnacle Financial Group is a member of M Financial Group. Please go to www.mfin.com for further details regarding this relationship.
• Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
• Pinnacle Financial Group is independently owned and operated.
Specialties
Life Insurance Portfolio Construction, Implementation, Management, Fiduciary Review, Estate & Generational Planning, Health & Welfare Benefits, Executive Benefit Consulting, Retirement Plan Consulting, HR Technology Solutions, HR Consulting & Outsourcing
