About Pinnacle Retirement Solutions, Inc
Pinnacle Retirement Solutions, Inc. specializes in providing safe money solutions tailored to clients’ financial goals. The company focuses on helping those who need income in retirement from their savings by offering guaranteed, secure, and tax-efficient options that often provide lifetime payouts, ensuring clients never outlive their money. For clients with ample social security and pensions, Pinnacle Retirement Solutions offers safe yield and liquidity options that typically have better rates than banking products, along with strategies for tax-efficient wealth transfer to heirs. Clients praise the business for its knowledgeable and thorough service, particularly highlighting the expertise of representatives in handling retirement finances, legal issues, wills, 401(k)s, and annuities. The staff is described as efficient, attentive, and always ready to answer questions, often going above and beyond to ensure clients understand their options. Overall, Pinnacle Retirement Solutions is recognized for its professionalism, personalized guidance, and commitment to helping clients secure their financial future.
I am so glad we had the opportunity to work with Peter Beck. He is completely on top of his game! Peter is efficient and right on target. Peter was able to answer all my questions and made phone calls to the appropriate companies I was dealing with. Peter even called at home me to make sure I was finishing up the paperwork I had to mail. Peter is the REAL thing! Thank you Peter for being at Pinnacle Retirement Solutions.
I am very happy to have found Peter Beck to oversee the financial accounts for myself and my mother. He is extremely thorough and on top of all aspects of our portfolios and always ready to answer any questions or concerns. I would very highly recommend him for all your financial needs.
Mr. Beck has maximized our investments and done so in a way which made it easy for us to understand our options and his recommendations. He has simplified a process which would have been virtually impossible for us to navigate.He is reliable, knowledgeable and personable. I cannot recommend him highly enough.Leslie L. Lord