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.
Michael Mingolelli, Jr. shared experience and insight on utilizing and leveraging technology to enhance the client experience and gain advantages in the market.
Pinnacle Financial Group hosted a symposium where PPLI expertise and insight were shared. The symposium consisted of three panel discussions focused on insurance dedicated funds and separately managed accounts, estate and wealth planning solutions coupled
Michael Mingolelli, Jr. shared his experience about the Annual PPLI & PPVA Forum.
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.