Financial Planners in Ocala

“When I walked into Pinnacle for the first time, I was greeted by Lisa and her welcoming smile. I then met with Gary and Dawn to discuss my financial goals. They asked all the appropriate questions and shared their philosophy. Each time I meet with them I feel they are genuinely interested in meeting my goals. The entire team at Pinnacle are easy to work with – open, friendly and professional. The Pinnacle also reaches beyond the financial world with their philanthropic outreach. And Lisa makes a mean cup of coffee“

“Kyra was a big help in helping us decide which direction to take with our medicare. She was very professional , answered every question, and explain things and help we completely understood all the options. My husband and I appreciate the throwing us and patience Kyra exhibited.“