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PINNACLE Financial Strategies

As an independent firm with over 20 years of experience that does not have the typical conflicts of interest, we are able to provide unbiased planning ideas and implementation related to the financial planning needs of successful individuals and business owners. Our services include both investment management (individual and qualified retirement plans) and risk management (life, disability, and long-term care). Business succession and philanthropic planning are also available.

General Information

Year established 1994
No of employees 1 - 10


Services Offered

  • Retirement Distribution Planning
  • Financial Planning
  • Investment Management
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income
  • Qualified Pension Plans
  • College Education Savings
  • Chartiable Giving
  • Estate Planning


Greene
Washington
Beaver
Lawrence
Mercer
Fayette
Somerset
Bedford
Allegheny
Butler
Venango
Westmoreland
Armstrong
Clarion
Indiana
Jefferson
Cambria
Clearfield
Blair

Counties Served

AlleghenyArmstrongBeaverButlerClarionFayetteGreeneIndianaLawrenceMercerSomersetVenangoWashingtonWestmoreland
Online Buying Not Available Online Buying Available
Regions not served outside of Western PA Serves areas outside Western PA?