Reviews for Pinnacle Retirement Solutions, Inc

Mar 2023

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.
Mar 2022

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.
Mar 2021

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

From Pinnacle Retirement Solutions, Inc

We provide safe money solutions to our clients based on their financial directions. Some people will need income in retirement for living expenses from their saved assets. For these people, we believe this income should come from a guaranteed source which is permanent, secure, tax efficient and in most cases lifetime payout so they can never outlive their money. Other clients who retire with ample social security and a pension may never need to touch their money in retirement. For these folks we look for either safe yield or liquidity options which often will have better rates than banking products that are currently available. For these clients, we specialize in setting up these assets preparing for tax efficient wealth transfer to heirs.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Find More Pros in Delray Beach

Best Pros in Delray Beach, Florida

Ratings

Google: 5/5