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.
Pinnacle Financial Group is proud to announce that Kenneth Masters has earned the CFA charter. Earning the CFA charter requires a deep understanding of numerous financial and accounting topics ranging from quantitative methods to equity valuation and alt
Pinnacle Financial Group hosted a symposium where PPLI expertise and insight were shared. The symposium consisted of two panel discussions and focused on why and when PPLI is a compelling solution for high net worth investors as well as investment options
The market is delivering sizable returns but returns on the investments is getting cut short with the increase in taxes. Private Placement Life Insurance is an effective tax efficient investment that can protect your returns.
Pinnacle Financial Group is proud to be a member firm and shareholder of M Financial Group. M Financial Group is one of the nation's premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of more than 125 successful and innovative independent financial services firms.