The Pinnacle Financial Group Revenue

Financial Services • Rockville Centre, New York, United States • 11-20 Employees

The Pinnacle Financial Group revenue & valuation

Annual revenue	$3,411,033
Revenue per employee	$244,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,000,000
Total funding	No funding

Key Contacts at The Pinnacle Financial Group

Blake Spencer

Managing Director Business Development

John Raschella

Managing Director Operations & Investments

Joseph Esposito

Founder & President

Company overview

Headquarters	9 South Long Beach Road, Rockville Centre, NY 11570, US
Phone number	+16314986492
Website	thepinnaclefg.com
NAICS	52
SIC	621
Keywords	Investments, Retirement Planning, Insurance, Financial Planning, Retirement Plans, Employee Benefits Consulting, College Savings Plans
Founded	2003
Employees	11-20
Socials

The Pinnacle Financial Group Email Formats

The Pinnacle Financial Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@thepinnaclefg.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@thepinnaclefg.com	100%

About The Pinnacle Financial Group

Discover The Pinnacle Financial Group Difference WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE. Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours. Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals. Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals. The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

The Pinnacle Financial Group has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

The Pinnacle Financial Group has never raised funding before.

Frequently asked questions

The Pinnacle Financial Group is located in Rockville Centre, New York, US.

You can reach The Pinnacle Financial Group at +16314986492.

The Pinnacle Financial Group generates an estimated annual revenue of $3,411,033. This revenue figure reflects the company's market position and business performance in its industry.

The Pinnacle Financial Group has an estimated valuation of $11,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Pinnacle Financial Group was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

The Pinnacle Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.