Pinnacle Solutions provides clients with strategic planning options for their wealth preservation and estate planning.

An independent financial services company specializing in retirement planning and investment advice. We focus on the unique financial needs of educators & employees.

6 Companies.

One Mission.

“Get you
to the
very top.”

Who We Are

 

We are a firm that understands our people are our most important asset. By believing in our people being the best at what they do our clients and everyone that interacts with us is dealt with in a professional and courteous manner.

 

We also care deeply about our reputation and the people that work for us understand how hard it is to achieve a great reputation as well as how quickly it can be damaged. We strive every day in everything we do to live up to the highest expectations our clients, colleagues, and business partners have come to expect from us.

 

We will encourage and allow our people to pursue as much professional growth as they aspire for and to grow along with our company. We believe lifting people brings satisfaction which allows individuals to have a positive impact not just at work but in the community at large.

 

We treat our people as professionals and adults. We reject the notion that adults need to be watched and tracked on a daily basis. Our people work as a team and those that are focused on themselves can expect to be held accountable by colleagues. Our people understand working as a team is more productive than individual pursuits.

The Pinnacle Family of Companies is different.

 

You’ll see and feel that difference on your very first visit. Our advisors are top in their field. They are friendly and focused. Our support staff is second to none. All of our associates enjoy a supportive work environment and a flexible work life. They are encouraged to volunteer and participate in their community. They are also encouraged to keep growing through on-going training, education & mentorship.

Pinnacle Holding Company is proud to announce that for the second year in a row we have been named the #1 Best Place to Work in Central New York.

 

“While being recognized last year as the Best Place to Work in Central New York was a tribute to all members of the Pinnacle Family, winning the number one ranking again in 2014, the second year in a row, is incredibly satisfying and reinforces the success of the culture we have developed”

 

- Gregg Kidd, CEO of Pinnacle Holding Company.

Timeline

 

The Pinnacle Family of Companies’ core values reflect our commitment to you and what is truly important to us as an organization. Click to read more about our values.

 

At Pinnacle, we are all about you! Your goals. Your needs. Your concerns. Your money. Your family. Your business. Your time. We are not beholden to Wall Street or some big banking concern that puts its wants and needs above yours. Our only agenda is to help you reach the very top. We work the way you want us to! Our family of companies offer an unbeatable combination of synergistic services that can support individuals, business and other organizations. From comprehensive wealth management to human resources management, no other firm has the resources or provides the one-on-one connection that our advisors and consultants deliver. After all, at Pinnacle, we are all about you!

The Pinnacle Family of Companies provides comprehensive solutions to meet the financial needs of individual and commercial investors. Whether saving for the future or seeking income today. Investments, sophisticated estate planning solutions, wealth and tax planning, services for businesses, estates, trusts and turnkey retirement plans.

 

We also provide a suite of supporting services such as human resource management, payroll processing, insurance and more.

Let's Talk

 

Pinnacle is always on the look out for talented, driven and friendly individuals to join our team of experienced Financial Advisors.

 

We offer qualified advisors the opportunity to thrive and grow in a supportive and professional environment.

 

Do you have what it takes to become a member of the Pinnacle Investment Advisor family?

 

Just click here for more information.

We are always interested in hearing from qualified candidates including clerical, administrative support, client relations and other financial service professionals. Please click here to send us your resume and cover letter in .PDF format.

 

Thank you for your interest.

Director of First Impressions (Temp to Perm) • Syracuse, NY

A Director of First Impressions is an enthusiastic, dynamic individual that has the ability to greet people and make them feel comfortable the moment they step in our doors. Their positive and delightful attitude allows our clients and business colleagues to know they are important to us, whether they are standing in our lobby or calling on the phone. This person will take pride in the fact they are the first impression, they greet all visitors professionally, courteously and respectfully.

Responsibilities Include:

  • Professionally greet, direct and announce visitors/clients appropriately
  • Answer, screen and forward incoming phone calls while providing basic information when needed
  • Maintain clean and organized desk/area
  • Scheduling of conference room appointments with clients and wholesalers
  • Open and distribute mail
  • Manage and order office supplies
  • Improve efficiency of office
  • Provide general administrative support including but not limited to assistance with mailings, operations department, client service department when needed.

Required Skills:

  • Associates Degree or equivalent combination of education and experience. Previous financial office experience is a plus.
  • Proficient in Microsoft Office Programs (Word, Excel, Outlook and PowerPoint)
  • Ability to work in a dynamic and changing environment, while staying organized and focused
  • Excellent verbal and written skills
  • A self-starter, independent thinker, with the ability to work in a team environment
  • Strong work ethic, eager to succeed, and enjoys taking on tasks to support the company
  • Please click here to send us your resume and cover letter in .PDF format.

Pinnacle is headquartered in Syracuse - the heart of Central New York. Just minutes from Hancock International Airport and the NYS Thruway.

The Pinnacle Difference

The Pinnacle Family of Companies is different.

 

 

You’ll see and feel that difference on your very first visit. Our advisors are top in their field. They are friendly and focused. Our support staff is second to none. All of our associates enjoy a supportive work environment and a flexible work life. They are encouraged to volunteer and participate in their community. They are also encouraged to keep growing through on-going training, education & mentorship.