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Effective Advice

What Our Clients Are Saying

"As a CPA, I want to refer clients to advisors I know I can trust to listen to them -- someone who will understand their family or business situation and only give advice about products or services that are truly in the clients' best interest. Pinnacle has done that."

Ron Mills, Partner
Byrd, Proctor & Mills

"I want to let you know I enjoy receiving the monthly e-letter from Pinnacle and the concise and informative nature of it. It is no wonder you guys are growing much faster than your peers who opened during the same time interval."
Bill Hannah
Armstrong Relocation

These comments from Pinnacle clients are just two examples demonstrating that we have made it a priority to provide a level of financial advice that is superior to our competitors. We are able to excel at advising our clients because of the experience and expertise of our financial advisors. They have an average of more than 20 years of experience in this market.


Beyond Personal Financial Advice

At Pinnacle, our definition of financial advice goes beyond the personal financial advice provided by our seasoned professionals. From offering identity theft workshops featuring FBI agents to producing a monthly eLetter, we are stepping outside traditional boundaries to help our clients succeed in their personal and business lives. The Learning Center section of this website contains information on a variety of financial topics, as well as ways we're providing advice beyond the norm. Please select any link below to see for yourself.

  • Learning Center, where you can get information on a wide range of financial topics related to asset management, banking, insurance, and non-profits
  • Pinnacle e-letter, where you can access our current and past electronic newsletters, with articles on everything from identity theft prevention to considerations in changing employee health insurance plans
  • Presentations, where you can view recent presentations by Pinnacle's CEO
  • Key events, which gives you information on upcoming workshops, Forums and other important Pinnacle events

Pinnacle National Bank, Member FDIC. Equal Housing Lender. Visit the FDIC website.
Pinnacle National Bank is regulated by the Office of the Comptroller of the Currency (OCC). Visit the OCC website.
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