Pinnacle helps you pursue your financial future
Pinnacle Group specializes in comprehensive financial management services for individuals and businesses with a mission to provide guidance designed to assist you in pursuing your unique financial goals.
Our Team
Pinnacle Group managing partner Robert Eddy Jr., CLU, ChFC, REBC, possesses more than three decades' experience providing professional financial guidance to individuals and business leaders alike. Under Robert's guidance, we have established long-term partnerships grounded in the financial aspirations of our diverse client base.
Your financial goals. Our Experience.
There’s no time like now to plan for the future. And Pinnacle Group can help you navigate your goals. Whether you’re planning for your financial future, a business owner looking out for the best interest of your organization or planning estate strategies that truly reflect your legacy, we offer comprehensive, personalized services designed to directly address and help pursue your long-term goals.
Guided by knowledge and experience.
Our goal is helping you pursue yours. We piece together all the necessary components to implement a plan that's appropriate for you. We work directly with your existing advisors, or turn to our own network of knowledge, comprising accountants, attorneys, insurance agents, tax experts and investment advisors. A partnership with Pinnacle Group helps you navigate your financial future.
Financial Services
Learn more about how we can help you pursue your financial goals, plan for uncertainty, and seek to make the most of what you have earned through financial planning, investment and insurance services.
Estate Planning Strategy Services
Develop a legacy with purpose. We will help you avoid the pitfalls of a poorly planned estate and identify resources to pursue protection for your family, maximize wealth transfer and meet your charitable goals.
Business Planning Services
We partner with business owners and executives to address financial issues that may directly impact growth and stability, including corporate financial planning, risk management assessments, employee benefit plans and more.