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Pinnacle Financial Group

Pinnacle Financial Group Email Formats

InsuranceFlag of USSouthborough, Massachusetts, United States21-50 Employees

Pinnacle Financial Group Email Formats

Pinnacle Financial Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
45.6%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
22.3%
{first name}@company.com
john@company.com
15.1%
{first name}{last name}@company.com
johndoe@company.com
9.8%
{first name}_{last name}@company.com
john_doe@company.com
7.2%

Key Contacts at Pinnacle Financial Group

Flag of US

Kevin Coffey

Cfo/Director Of Operations

Flag of US

Stephanie Mcdonald

Director, Life Insurance Services

Flag of US

Brock Walter

Owner

Flag of US

Jeff Baker

Owner

Flag of US

Candice Hayes

Executive Director Hr And Compliance

Flag of SG

Siew Yan Tay

Personal Assistant To Director

Company overview

Headquarters144 Turnpike Road, Suite 110, Southborough, MA 01772, US
Phone number+15088757431
Websites
NAICS52
Keywords
Management, Implementation, Executive Benefit Consulting, Retirement Plan Consulting, Hr Consulting & Outsourcing, Hr Technology Solutions, Life Insurance Portfolio Construction, Health & Welfare Benefits, Estate & Generational Planning, Fiduciary Review
Founded1973
Employees21-50
Socials

About Pinnacle Financial Group

Innovation, uncommon expertise and proactive service together form the underpinnings of our firm’s foundation, and they are the principal reasons why our clients have benefited from working with us since 1973. Serving the needs of national and international clients, we passionately bring our forward-thinking perspective and solutions to each client relationship. Our Private Client Life Insurance, Private Placement Investing and Retirement Benefits practices share a singular objective: to provide exceptional client service and cutting-edge insights and advice so that our clients can act with confidence. Disclosure: • Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC., Pinnacle Financial Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. http://www.pinnaclefinancialconsultants.com/social-media-disclosures/

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Director

Employees by Department

Pinnacle Financial Group has 13 employees across 5 departments.

Departments

Number of employees

Funding Data

Pinnacle Financial Group has never raised funding before.

Pinnacle Financial Group Tech Stack

Discover the technologies and tools that power Pinnacle Financial Group's digital infrastructure, from frameworks to analytics platforms.

RxJS

RxJS

JavaScript frameworks

Frequently asked questions

Pinnacle Financial Group is located in Southborough, Massachusetts, US.
You can reach Pinnacle Financial Group at +15088757431.
Pinnacle Financial Group was founded in 1973, making it 53 years old. The company has established itself as a significant player in its industry over this time.
Pinnacle Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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