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.
The PDG works with M Financial partner carriers to develop and monitor M Financial's proprietary products and services.
In conjunction with kicking off our 40th year in business, Pinnacle shares updates and highlights from 2012 with clients, partners and friends through our 2012 Annual Review.
Tim Doherty shares insights about why small companies have shied away from self-funded health care insurance in the past and why access to claims data and cost savings might make it worth reconsidering now.
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.