Pinnacle Advisor Group

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

2851 Old South Pike Ave Ste D, Allentown...

Phone Number

(610) 797-2201

Revenue

$11.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Pinnacle Advisor Group

Pinnacle Advisor Group offers comprehensive financial services including wealth accumulation, retirement planning, investment management, estate and trust planning, and integrated tax strategies. Their approach emphasizes education, personalized planning, and strategic management to empower clients in achieving their retirement goals. The company targets individuals seeking to manage their retirement effectively, akin to a CEO managing a business. They provide tools such as a personal web portal for financial management and access to LPL Financial account information.Explore more
Pinnacle Advisor Group's Social MediaPopular SearchesPinnacle Advisor Group IncPinnacle Advisor GroupPinnacle Advisor Group - IncPinnacle Advisor Group 2851pinnacleadvisorgroupOwnSIC Code 62,628NAICS Code 52,523Show more

Pinnacle Advisor Group Org Chart

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DC
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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pinnacle Advisor Group

$11.2M
51-200
Private
-
2005
DC
Diana ColahanDirector, Client Services
$15.2M
51-200
Private
-
-
N/A
$14.8M
51-200
Private
-
2017
TC
Tracy CroleyMarketing Specialist
$14.1M
51-200
Private
-
2001
MM
Michael MatteoniOwner and Partner
$11.9M
51-200
Private
-
2000
$8.7M
11-50
Private
-
1996
TB
Tony BottPresident
<$5M
11-50
Private
-
1996
HW
Holly WaylandVice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pinnacle Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pinnacle Advisor Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pinnacle Advisor Group.

Pinnacle Advisor Group Tech Stack

A closer look at the technologies used by Pinnacle Advisor Group

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Frequently Asked Questions Regarding Pinnacle Advisor Group

What is Pinnacle Advisor Group's official website?
Pinnacle Advisor Group's official website is www.pinnacleadvisorgrp.com
What is Pinnacle Advisor Group's Revenue?
Pinnacle Advisor Group's revenue is $11.2 Million
What is Pinnacle Advisor Group's SIC code?
Pinnacle Advisor Group's SIC: 62,628
What is Pinnacle Advisor Group's NAICS code?
Pinnacle Advisor Group's NAICS: 52,523
How many employees does Pinnacle Advisor Group have?
Pinnacle Advisor Group has 51-200 employees
What industry does Pinnacle Advisor Group belong to?
Pinnacle Advisor Group is in the industry of: Finance, Securities Trading
What is Pinnacle Advisor Group competition?
Pinnacle Advisor Group top competitors include: MC2 Wealth Solutions, Flourish Financial Partners, Financial Architects, Legacy Wealth Partners
What technology does Pinnacle Advisor Group use?
Some of the popular technologies that Pinnacle Advisor Group uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Pinnacle Advisor Group?
Pinnacle Advisor Group contact info: Phone number: (610) 797-2201 Website: www.pinnacleadvisorgrp.com
What does Pinnacle Advisor Group do?

Pinnacle Advisor Group offers comprehensive financial services including wealth accumulation, retirement planning, investment management, estate and trust planning, and integrated tax strategies. Their approach emphasizes education, personalized planning, and strategic management to empower clients in achieving their retirement goals. The company t... argets individuals seeking to manage their retirement effectively, akin to a CEO managing a business. They provide tools such as a personal web portal for financial management and access to LPL Financial account information.Read More

What are Pinnacle Advisor Group social media links?
Pinnacle Advisor Group Facebook page
Is Pinnacle Advisor Group a public company?
Pinnacle Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about Pinnacle Advisor Group

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