General Info

Established in 1984, Pinnacle Financial Services provides record keeping, consultation and financial services related to retirement plans. The company focuses on professional employer organizations. It provides several financial plans that are available in value-added formats. Its plans include 401(k) services, financial planning, wealth-accumulation strategies, executive deferred-compensation plans, business-succession planning and estate planning. The company s services are offered through several operating subsidiaries, including Pinnacle Financial Services, Creative Capital Growth and Inercore. In addition, the company offers securities and financial planning services through a partnership with Lincoln Financial Advisors, a broker-dealer and registered investment advisor. Pinnacle Financial Services is headquartered in Lantana, Fla.