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.
01.16.12
Using Quantitative Analyses in Estate Planning
Kenneth J. Masters, CLU, ChFC, AEP speaks at the Forum 400 Annual Meeting in San Antonio, TX.
01.16.12
The Role of Life Insurance in Large Liquid Estates
Michael Mingolelli, Jr, Esq.. speaks at the Forum 400 Annual Meeting in San Antonio, TX.
01.09.12
Michael Mingolelli, Jr. contributes article to Massachusetts Family Business Magazine
Michael Mingolelli, Jr. shares his insights about how life insurance can serve as a valuable tool to family businesses, providing both short- and long-term financial benefits.
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.
