The Pinnacle Financial Group

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1805 Williams Rd, Monroe, North Carolina...

Phone Number

(704) 292-2920

Revenue

$21.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About The Pinnacle Financial Group

The Pinnacle Financial Group offers personalized wealth management services aimed at helping clients simplify financial decisions and achieve their life goals. They serve a diverse clientele, including savers, families planning for future generations, and individuals navigating transitions such as retirement or career changes. Their mission is to provide guidance that fosters peace of mind and prepares clients for the future. With a focus on protecting and growing clients' assets, they strive to align financial strategies with personal aspirations.Explore more
The Pinnacle Financial Group's Social MediaPopular SearchesThe Pinnacle Financial GroupPinnacle Financial GroupThe Pinnacle Financial Group IncThomas DonahueNC State ChampionsSIC Code 62,628NAICS Code 52,523Show more

The Pinnacle Financial Group Org Chart

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AG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Pinnacle Financial Gr...

$21.1M
11-50
Private
-
1999
AG
Ari GwinnMarketing Assistant
$9.7M
11-50
Private
-
2005
KD
Karen DiStasioConsulting Services Director, Retirement
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2013
JH
Jennifer HenriksonClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2005
PB
Payton BlairClient Service Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Pinnacle Financial Group Tech Stack

A closer look at the technologies used by The Pinnacle Financial Group

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Frequently Asked Questions Regarding The Pinnacle Financial Group

What is The Pinnacle Financial Group's official website?
The Pinnacle Financial Group's official website is www.pfgnc.com
What is The Pinnacle Financial Group's Revenue?
The Pinnacle Financial Group's revenue is $21.1 Million
What is The Pinnacle Financial Group's SIC code?
The Pinnacle Financial Group's SIC: 62,628
What is The Pinnacle Financial Group's NAICS code?
The Pinnacle Financial Group's NAICS: 52,523
How many employees does The Pinnacle Financial Group have?
The Pinnacle Financial Group has 11-50 employees
What industry does The Pinnacle Financial Group belong to?
The Pinnacle Financial Group is in the industry of: Finance, Securities Trading
What is The Pinnacle Financial Group competition?
The Pinnacle Financial Group top competitors include: Dowd Financial Group, O'Donnell Wealth Management, Gale Investment Management, Pillar Wealth Management
What technology does The Pinnacle Financial Group use?
Some of the popular technologies that The Pinnacle Financial Group uses are: DocuSign, PHP, Cloudflare Website Optimization, Datadog
How do I contact The Pinnacle Financial Group?
The Pinnacle Financial Group contact info: Phone number: (704) 292-2920 Website: www.pfgnc.com
What does The Pinnacle Financial Group do?

The Pinnacle Financial Group offers personalized wealth management services aimed at helping clients simplify financial decisions and achieve their life goals. They serve a diverse clientele, including savers, families planning for future generations, and individuals navigating transitions such as retirement or career changes. Their mission is to p... rovide guidance that fosters peace of mind and prepares clients for the future. With a focus on protecting and growing clients' assets, they strive to align financial strategies with personal aspirations.Read More

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

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