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.
With over 20 years of experience as both an institutional and independent insurance consultant, Buckley brings industry leading expertise and relationships to Pinnacle's clients and their advisors.
Pinnacle shares highlights and success stories from 2013 with clients, partners and friends.
The panel discussion, "Managing Guaranteed Universal Life Policies Post Acquisition," focused on best practices in management of No Lapse Guaranteed Universal Life (NLGUL) policies.
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.