About

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.

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News & Announcements
11.04.14 Pinnacle Speakers Share Expertise at M Financial Marketing Meeting

Michael Mingolelli, Jr., Esq., Kenneth Masters and David Hauptman contributed insights (and some humor!) to M Financial Group's annual marketing meeting recently held in Chicago, Illinois.

10.09.14 PPLI and PPVA Simplified With New Pinnacle Video

Advisors now have a new tool to help explain the strategy and potential value of private placement insurance products.

10.02.14 Andy Friedman Presents "The Washington Update" to Pinnacle Advisors & Clients

Pinnacle advisors and clients were treated to Friedman's expert and entertaining insights about taxes, elections and the economy.

M Finacial Group ™

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.

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