The Pinnacle Planning Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

800 Enterprise Dr Ste 128, Oak Brook, Il...

Phone Number

(630) 684-8562

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
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About The Pinnacle Planning Group

VestGen Retirement Services specializes in designing, implementing, and managing retirement programs for employers, focusing on attracting and retaining top talent while minimizing fiduciary risk. They offer a range of services including plan design, fiduciary support, investment monitoring, and participant education to ensure employees can retire with confidence. Their approach integrates compliance, administration, and investment oversight to simplify the retirement planning process for sponsors. VestGen aims to enhance employee outcomes and strengthen the value of benefits programs through innovative solutions tailored to organizational needs.Explore more
The Pinnacle Planning Group's Social MediaPopular SearchesThe Pinnacle Planning Group LLCPinnacle Planning GroupPinnacle Planning Group LLCThe Pinnacle Company LLCPinnacle CoSIC Code 62,628NAICS Code 52,523Show more

The Pinnacle Planning Group Org Chart

PhoneEmail
SW
United States flag for contact location.

Director, Client Relations

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Compare insights from companies similar to The Pinnacle Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Pinnacle Planning Gro...

<$5M
1-10
Private
<$5M
2005
SW
Shauna WhitelockDirector, Client Relations
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
-
BZ
Brent ZeiserFinancial Advisor
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
<$5M
1997
KP
Kyra PalmerCo-Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Pinnacle Planning Group financials insights

Gather financial insights about The Pinnacle Planning Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$27K

See All The Pinnacle Planning Group's Financials Insights

The Pinnacle Planning Group Tech Stack

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Frequently Asked Questions Regarding The Pinnacle Planning Group

What is The Pinnacle Planning Group's official website?
The Pinnacle Planning Group's official website is www.thepinnacleplanninggroup.com
What is The Pinnacle Planning Group's Revenue?
The Pinnacle Planning Group's revenue is <$5 Million
What is The Pinnacle Planning Group's SIC code?
The Pinnacle Planning Group's SIC: 62,628
What is The Pinnacle Planning Group's NAICS code?
The Pinnacle Planning Group's NAICS: 52,523
How many employees does The Pinnacle Planning Group have?
The Pinnacle Planning Group has 1-10 employees
What industry does The Pinnacle Planning Group belong to?
The Pinnacle Planning Group is in the industry of: Finance, Business Services, Securities Trading
What is The Pinnacle Planning Group competition?
The Pinnacle Planning Group top competitors include: Morrow Financial Services, Merchant Financial Services, Altenau Financial Services, The Oak Financial Group
What technology does The Pinnacle Planning Group use?
Some of the popular technologies that The Pinnacle Planning Group uses are: reCAPTCHA, JQuery 1.11.1, Proofpoint, Google Font API
How do I contact The Pinnacle Planning Group?
The Pinnacle Planning Group contact info: Phone number: (630) 684-8562 Website: www.thepinnacleplanninggroup.com
What does The Pinnacle Planning Group do?

VestGen Retirement Services specializes in designing, implementing, and managing retirement programs for employers, focusing on attracting and retaining top talent while minimizing fiduciary risk. They offer a range of services including plan design, fiduciary support, investment monitoring, and participant education to ensure employees can retire... with confidence. Their approach integrates compliance, administration, and investment oversight to simplify the retirement planning process for sponsors. VestGen aims to enhance employee outcomes and strengthen the value of benefits programs through innovative solutions tailored to organizational needs.Read More

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

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