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. As a continued evolution of our practice and its services, we are now a specialized division of Hub International, one of the world's largest insurance and risk management firms. Serving the needs of regional, national and international clients, we passionately bring our forward-thinking perspective and solutions to each client relationship. Whether consulting to wealthy families or large companies, we at Pinnacle share a singular objective: to provide exceptional client service and cutting-edge insights and advice so that our clients can act with confidence.
On December 1, 2016, Hub International, one of the world's largest insurance brokers and risk management firms, acquired Pinnacle Financial Group.
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
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 100 successful and innovative independent financial services firms.