Pinnacle Holding Company

Let Our Trusted Professionals Get You to the Top

The Pinnacle Family of Companies provides comprehensive solutions to meet the financial needs of individual and commercial investors. Whether saving for the future or seeking income today, we provide the services you need to help you reach your financial goals: investments, sophisticated estate planning solutions, wealth and tax planning, services for businesses, estates, trusts and turnkey retirement plans.

Our family of companies offer a combination of synergistic services that can support individuals, businesses, and other organizations. From comprehensive wealth management to human resources management, no other firm has the resources or provides the one-on-one connection that our advisors and consultants deliver. After all, at Pinnacle, we are all about you!


Our Core Values

  1. Clients’ interests are the reason we are in business. Period.
  2. Our people and the reputation of our company are the two most important assets that we have. We expect the best of our people and will be unyielding in protecting our reputation.
  3. Most of our people have ownership in our business and recognize that teamwork and collaboration are a superior method of moving our organization forward for the benefit of all our stakeholders.
  4. We operate with a flat organizational structure. Anyone with an idea or constructive thought can openly present them to colleagues. We have found that some of our best ideas come from the non-management members of our organization.
  5. We encourage and support the growth of our people in both their professional as well as their personal lives to better the communities in which they live.
  6. Entrepreneurship is the oxygen we thrive on.
  7. We believe transparency is an essential trait for building trust.

Pinnacle’s Commitment to Giving Back

At Pinnacle, we believe that building strong relationships within our community is just as important as providing quality services. Through our sponsorships of local events and organizations, we are able to give back to the community that has supported us throughout the years.

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             food bank of central new york logo


Interested in learning more about how Pinnacle can help you?

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