Pinnacle Strategies

Financial Services • United States • 1-10 Employees

Company overview

Headquarters	United States
Website	pinnaclestrategiesinc.com
NAICS	52
SIC	872
Founded	1983
Employees	1-10
Socials

Key Contact at Pinnacle Strategies

Robert A. Moro Chfc

President / Founder

About Pinnacle Strategies

Robert A. Moro CLU, ChFC, AEP with Pinnacle Strategies, Inc. provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Robert A. Moro CLU, ChFC, AEP licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. My California Insurance license number is OH95305 Robert A. Moro CLU, ChFC, AEP is also Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 6811 Palisades Park Court, Suite 7 Fort Myers, FL 33912 Robert A. Moro CLU, ChFC, AEP is also a Financial Adviser(s) with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Robert A. Moro CLU, ChFC, AEP is not licensed in all jurisdictions. Pinnacle Strategies, Inc. is not owned or operated by New York Life Insurance Company or its affiliates.

Pinnacle Strategies revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Pinnacle Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Pinnacle Strategies has never raised funding before.

Frequently asked questions

Pinnacle Strategies is located in US.

Pinnacle Strategies was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Pinnacle Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Pinnacle Strategies

Robert A. Moro Chfc

President / Founder

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