Mission

Pinnacle Insurance and Financial Services delivers to financial institutions (Independent Broker Dealers) exceptional expertise, resources and a state of the art platform to provide comprehensive insurance planning services to financial advisors. The long-term success of our independent brokers dealers is paramount. We create customized infrastructure branded for independent broke dealers that empowers both them and their advisors with strategies and solutions to meet and exceed the needs of the advisors’ clients.

Strategy

Pinnacle Insurance and Financial Services’ business strategy is based on differentiating ourselves by creating efficiencies in how we leverage resources, marketing, relationships and intellectual capital. We set ourselves apart in the independent broker dealer market through a top down (leader to leader) approach versus bottom up. In doing so, we have made competition irrelevant.