Pinnacle Financial Services Email Formats
Insurance • 
Warminster, Pennsylvania, United States • 51-100 Employees
Pinnacle Financial Services Email Formats
Pinnacle Financial Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@pfsinsurance.com), used 83.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pfsinsurance.com | 83.8% |
{first name}{last name} | johndoe@pfsinsurance.com | 10.8% |
{first initial} | j@pfsinsurance.com | 5.4% |
Key Contacts at Pinnacle Financial Services
Robert Valincius
National Director Of Agent Training
Rafael E Mendoza
Sales Director- At Pinnacle Financial Services, Inc. Medicare And Ancillary Plans
Warren Readinger †
Director Of Sales - Life & Final Expense
Greg Yodis
Senior Sales Director Life, Annuity And Ltc
David Gounis
Director Of Sales - Aca Division
Dustin Ofsharick
Sales Director
Cody Johnson
Sales Director
Jessica Strauss
Sales Director
Stephanie Taylor
Regional Sales Director
Jc Giraldi
Regional Sales Director
Company overview
| Headquarters | 65 W. Street Rd., Suite A-101, Warminster, PA 18974, US |
| Phone number | +18007726881 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Financial Services, Medicare, Life, Health, Annuities, Disability, Insurance, Long-Term Care, aca |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
About Pinnacle Financial Services
Pinnacle Financial Services is a national marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients' insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge. We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team. As our partner, your contribution is your selling skills, and ours is superior support. That’s why our motto is YOU’VE GOT THE TALENT. WE’VE GOT THE TOOLS. IT’S ALL ABOUT SHARED SUCCESS. Our tool chest is extensive. We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time. Never fill out contracting paperwork again! Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry. Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Pinnacle Financial Services has 52 employees across 9 departments.
Departments
Number of employees
Funding Data
Pinnacle Financial Services has never raised funding before.
Pinnacle Financial Services Tech Stack
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