


Pinnacle Financial Associates
Financial Services • Beavercreek, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 1195 Meadow Bridge Dr, Suite B, Beavercreek, Ohio 45434, US |
| Phone number | +19374268332 |
| Websites | |
| NAICS | 52 |
| Founded | 2002 |
| Employees | 1-10 |
Key Contact at Pinnacle Financial Associates
Daniel Wolodkiewicz
President
About Pinnacle Financial Associates
At Pinnacle Financial Associates, we are committed to building long-term unique relationships with our clients to help them pursue their personal, business and financial goals. Our objectives are based upon integrity, quality, and responsiveness to your unique needs. We take a long-term approach to build relationships that last with the goal of providing sound strategies based on honest advice and services. We encourage you to learn more. If you're ready to see life differently and you care about your family and your success, you're ready for Pinnacle Financial Associates. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, One National Life Drive Montpelier, VT 05602 (800) 344-7437. Pinnacle Financial Associates is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC141455(0424)3
Pinnacle Financial Associates revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Pinnacle Financial Associates has never raised funding before.
Frequently asked questions
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