About Pinnacle Retirement Advisors, LLC
Pinnacle Retirement Advisors, LLC is a trusted team of professionals who provide exceptional service and guidance. With their expertise and knowledge, they help clients make informed decisions about their finances and future. The team is described as professional, personable, and extremely helpful. They take care of every detail, explain complex concepts beautifully, and make clients feel welcome and comfortable. With no pressure, they provide valuable information to help clients achieve their goals. Clients highly recommend the Pinnacle team for their outstanding service and results.
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
My husband and I just had our first year review and are very happy with Pinnacle. Gary and Dawn continue to educate us and are always looking for new opportunities in making sure our financial needs and retirement goals are being met. Joining Pinnacle has been the best decision we have made for our retirement.
Our complimentary consultation with Dawn and Gary to review our current financial plan was a very positive experience. They both made us feel welcome and were interested in getting to know us both personally and professionally to foresee our retirement cash flow and investment needs.
After reviewing our portfolio we appreciated their honesty in telling us that our current plan looks good and they saw no need for a change currently.
We left feeling confident in their second opinion and would highly recommend them to anyone seeking a retirement advisor.