Pinnacle Group specializes in comprehensive financial management services for individuals and businesses with a mission to provide guidance designed to assist you in achieving your unique financial goals.
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.
There’s no time like now to plan for the future. And there’s no proactive growth partner quite like Pinnacle Group. Whether you’re planning for your financial future, a business owner looking out for the best interest of your organization or planning an estate that truly reflects your legacy, we offer comprehensive, personalized services designed to directly address and help achieve your long-term goals.
Our goal is helping you realize yours. We function as both a financial planner and financial advisor, and 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 is an investment in a more confident financial future.
Learn more about how we can help you realize your financial goals, plan for uncertainty and make the most of what you have earned through financial planning, investment and insurance services.
Develop a legacy with purpose. We will help you avoid the pitfalls of a poorly planned estate and identify resources to protect your family, maximize wealth transfer and meet your charitable goals.
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.
Pinnacle Group delivers strategies built from the ground up and in consideration of your unique financial situation. We take the time to get to know you, your business and your hopes for the future. Together, we identify goals, address barriers and help capitalize on potential opportunities. While we rely on a proven method to gather important information, there is nothing cookie-cutter about our approach. Our in-depth discovery process enables us to tailor our services to your unique needs.
Your goals and concerns and plan for those you care about.
The facts about your financial and business situation.
To develop potential options that can address your concerns and help accomplish your goals.
The action steps that need to occur to implement the plan.
Action steps in cooperation with you and your advisors.
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative ("Advisory Representative"), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively "Prudential Representative")
To help assure tasks are completed and monitor changes to goals and/or situation.