Boutique service with world class consulting.
Proactive and personal service partnered with uncommon expertise allow you to act with confidence every step of the way.
Boutique service with world class consulting.
Proactive and personal service partnered with uncommon expertise allow you to act with confidence every step of the way.
Providing unique perspectives and innovative solutions.
Cutting-edge analysis and technology resources enable us to deliver winning plans with positive outcomes.
Providing unique perspectives and innovative solutions.
Cutting-edge analysis and technology resources enable us to deliver winning plans with positive outcomes.
A better experience from the very beginning.
Consummate client advocates provide insights and guidance, as well as access and accountability.
A better experience from the very beginning.
Consummate client advocates provide insights and guidance, as well as access and accountability.
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.
03.30.12
Pinnacle Retirement Consultants Quoted in Boston Business Journal
Pinnacle's Greg Lewis and Marc Mingolelli provide insights regarding Bank of America's entrance into the 401(k) plan market targeting small businesses.
03.15.12
Why It's a Great Time for Estate and Succession Planning
Michael Mingolelli, Jr. presented to the Environmental Business Council of New England regarding proper tax and succession planning.
03.13.12
Timely Estate and Succession Planning Strategies
Michael Mingolelli, Jr. addressed the CFMA on timely planning opportunities for business owners given the current tax legislation and favorable interest rate environment.
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.
