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. 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.

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News & Announcements
05.23.17 hot news Trump Tax Cuts and Deferred Compensation

David Hauptman, Managing Director of Executive Benefits, provides insights and perspectives on working through questions you may have regarding whether or not to defer pretax compensation, given the anticipated tax cuts.

12.01.16 hot news Pinnacle Joins Hub International

On December 1, 2016, Hub International, one of the world's largest insurance brokers and risk management firms, acquired Pinnacle Financial Group.

10.28.16 hot news Pinnacle Presents at 2016 M Technology Specialty Meeting

Michael Mingolelli, Jr. shared experience and insight on utilizing and leveraging technology to enhance the client experience and gain advantages in the market.

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 100 successful and innovative independent financial services firms.

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