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We recognize your needs, goals and dreams are just that-yours, and for us to truly help you, we need to get to know you. We have a responsibility to share our financial knowledge with you so that you are empowered to make the right decisions for you and your family.

Educating the employees that participate in the sponsored retirement plans we have the privilege of serving is something we take very seriously at The Pinnacle Group. Our dedicated Retirement Plan Consultants want you to have a successful retirement plan experience.

We believe …


You deserve care and attention as you work through the many features, benefits, and choices in your sponsored retirement plan.

You should feel empowered to make the right decisions in all aspects of your financial life.

You have goals and dreams and it is our responsibility to guide you in developing a plan to achieve them.

We have a responsibility to educate you about all aspects of investing so that your retirement money is working hard, just like you are, and in line with your vision. 

At The Pinnacle Group, our goal is to make sure you reach yours. Let’s work together to make sure your retirement plan experience is a successful one.

At The Pinnacle Group, we’re all about retirement.