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.
On July 9th, Tim Doherty shared his insights on how the ACA is impacting employers and the strategies employers are considering to address both compliance and costs.
Michael Mingolelli, Jr. was recently a panelist and moderator at the AALU Annual Meeting speaking on managing life contracts post acquisition and moderating a panel discussion about whole versus universal life insurance.
Kevin Coffey, CFO of Pinnacle, has been elected to FEI - Boston's Board of Directors.
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.