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Reviews for Pinnacle Retirement Advisors, LLC
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Pinnacle Retirement Advisors, LLC
1328 SE 25th Loop #103, Ocala
Directions Call Website Suggest an Edit
1328 SE 25th Loop #103, Ocala
Directions Call Website Suggest an Edit
We have worked with Dawn and Gary for over 6 years. In that time they have never steered us wrong. They took the time to understand our complete situation and make recommendations that we were unaware of that have provide to be very beneficial. We are extremely happy with the advice we receive from them.
Besides their knowledge and professionalism they are a very personable couple. Their team is extremely pleasant, when you arrive you are greeted like family.
So happy to be a client of Gary Crawford and the Pinnacle Group! His staff is welcoming and informative and Gary’s knowledge helps to lead you in to making the right decisions! I highly recommend Gary!
Money and finances are personal and emotional topics seldom if ever discussed with strangers. however, Dawn, Gary and Staff were quick to put us at ease with no pressure but a lot of listening to best understand our needs and wants. they have been instrumental in retirement planning and establishing a comfort for our long-term financial success, offering specific options and alternatives for goal achievements. Their help and guidance has been invaluable. We are pleased to have them age with us through the years to come as financial advisors and friends.