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.
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.
Michael Mingolelli, Jr. provided insights on the critical components and skills required to implement large trust-owned life insurance portfolios.
Michael Mingolelli, Jr. and Ken Masters share compelling reasons for investing in private placement insurance products.
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.