Professional Alliances

On behalf of our clients, we often seek out specialized expertise in areas such as tax, accounting, law, and corporate healthcare benefits. We have developed a high level of confidence in two particular firms that have led to strategic alliances. Click on "Featured Links" to access their respective websites to learn more about their service and area of expertise.

¨ Clark, Schaefer, Hackett & Co. - Accounting and Tax Services

¨ The Scheller Bradford Group - Healthcare Benefit Planning

Our Financial Advisors are Registered Representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Pinnacle Wealth Management, Inc., a wholly owned subsidiary of Pinnacle Financial Advisors, LLC. Securities America, Inc. and Pinnacle Financial Advisors, LLC and its affiliates, are independent entities.

We are licensed to sell Insurance Products in the following states: Indiana, Kentucky, and Ohio.

We are registered to sell Securities in the following states: Alabama, California, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, Washington, and West Virginia.

Professional Alliances

Contact Info

Pinnacle Financial Advisors