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.
As part of Pinnacle's commitment to the Boston community, members of the firm spent November 12, 2015 assembling holiday bags and organizing various donations such as toys, books and winter clothes to give out to children of all ages.
At M Financial Group's annual marketing meeting, held in Scottsdale, Arizona, from October 4 - October 7, Pinnacle consultants offered updates and insights on multiple industry developments.
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.
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.