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Investments
  • Investment Services
  • Financial Planning
  • Insurance & Annuities
  • Workplace Retirement Solutions
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Employee Services
  • HR & Compliance
  • Employee Benefits
  • Payroll & Payroll Tax
  • Risk Management
  • 401(k) Administration
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Capital Management
  • Asset Management
  • 1789 Growth & Income Fund
  • Separately Managed Accounts
  • Institutional Portfolios
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Creative
  • Website Design & Development
  • Graphic Design
  • Traditional & Digital Marketing
  • Marketing & Brand Strategy
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Technology Partners
  • 24/7 Security Operations
  • Help Desk Support
  • Remote IT Monitoring
  • Cloud App Security
  • Patch Management & Updates
  • vCIO & vCISO Services
  • AI Consulting & Implementation
  • Governance, Risk, and Compliance Services
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Recruitment
  • Contract Recruitment
  • Direct Hire Recruitment
  • Candidate Vetting
  • Job Descriptions
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Pinnacle
Insurance Associates
  • General Liability
  • Property Insurance
  • Workers’ Compensation
  • Environmental Risk
  • Cyber Insurance
  • Employee Health & Safety
  • Risk Financing Alternatives
  • Injury Reporting & Management
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Key Figures
30+

Years in Business

8

Operating Companies

20,000+

Clients Served

Celebrating Our 30th Anniversary

Pinnacle was built to support real people and real businesses with real solutions. In 2026, we celebrate 30 years of helping people and businesses move forward with confidence. What started as a vision has grown into a collaborative family of companies offering financial, employee, technology, recruitment, marketing, and insurance solutions. Rooted in trust and guided by long-term relationships, we’re proud of where we’ve been and energized by what’s ahead.


At Pinnacle, we’re here to give you your time back.
Our comprehensive suite of services is designed to alleviate your business challenges, allowing you to focus on what you do best. Whether you need assistance in a single area or across multiple facets of your business, the Pinnacle Family of Companies is your partner in success.


How Pinnacle Helps
Service Inquiry

Select all the services you are looking to learn more about!


    Investment Services & Financial PlanningPersonal Life InsuranceAnnuitiesWorkplace Retirement SolutionsAsset Management403(b) Provider


    HR & CompliancePayroll AdministrationEmployee BenefitsRisk Management401(k) Administration


    Website Design & DevelopmentGraphic DesignMarketing StrategyDigital / Traditional Marketing


    IT Helpdesk & SupportCybersecurity SolutionsvCIO & vCISO ServicesAI Consultation


    Direct Hire RecruitmentExecutive Team RecruitmentCandidate Vetting


    General LiabilityCommercial InsuranceRisk Assessment & Management






    Our Accomplishments
    • inc best places to work award
    • inc 5000 fastest growing companies award
    • inc regionals northeast award
    • great place to work certified
    • investmentnews best places to work for financial advisors 2023 award
    • syracuse readers choice award winner
    • cny business journal best places to work 2024 award
    • InvestmentNews Best Places to Work for Financial Advisors 2024 - Pinnacle Investments
    • CNY Business Journal Best Places to Work in 2025 - Pinnacle Family of Comapnies