The Pinnacle Financial Group

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The Pinnacle Financial Group The Pinnacle Financial Group is an independent Financial Planning and Wealth Management firm that works with Wealth Builder individuals.

The firm guides clients towards their financial and life objectives by providing them with "concierge"-level service. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Pinnacle Financial Group, 1805 Williams Rd Monroe, NC 28110, (704) 292-2920. The Financial Advisor(s) associated with this pr

ofile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

From living off credit cards to not having an emergency fund, avoid these common money mistakes in your 20s to set yours...
14/09/2018

From living off credit cards to not having an emergency fund, avoid these common money mistakes in your 20s to set yourself up for lifelong financial security:

Living like you're broke now is how you become financially secure for life.

Should the U.S. do anything about China’s deliberate attempts to acquire technology that it can use to compete with the ...
26/06/2018

Should the U.S. do anything about China’s deliberate attempts to acquire technology that it can use to compete with the U.S.? Commonwealth CIO Brad McMillan says the picture is a bit more complex than it looks:

What should the U.S. do about China's attempts to acquire technology that it can use to compete with the U.S.? Commonwealth CIO Brad McMillan says the transfer of technology is a real problem, but the big picture is more complex than it looks.

Many of us think of Europe as a destination that offers scenery, old-world charm, and an international vibe. But could t...
27/04/2018

Many of us think of Europe as a destination that offers scenery, old-world charm, and an international vibe. But could the best deal on a “European” vacation actually be Canada?

Why visiting Montreal and Quebec City feels like a trip to Europe--but with a great exchange rate and no jet lag.

06/10/2017

Building Wealth -- the personal savings rate in the US was 3.5% in July 2017. The personal savings rate in Germany was 9.7% in July 2017. What was your savings rate? What can you do to save more? We are here to help...give us a call to make a difference in your life!

04/10/2017

Don’t let the horrors of the Las Vegas shooting leave you feeling powerless. Here are some verified ways you can donate and help the victims: http://aol.it/2xVh56C

27/09/2017

In or Out? Health insurance companies have until today to decide whether or not they will participate in the federal health insurance exchanges (Obamacare) in 2018. Will NC have more than 1? Open enrollment for 2018 insurance plans begins on 11/1/2017.

26/09/2017

Top Echelon – It took $170,500 of household income to rank in the top 10% of earners in 2016 (per Census Bureau). How did you do? How much did you save? Are you ahead or behind where you should be based on your age and income? Not sure? Give us a call!

25/09/2017

From refrigerators to vacuum cleaners, many devices in our homes are connected to the Internet. But what are the security challenges of these smart appliances for consumers? http://on.mktw.net/2fjCLir

15/09/2017

Wishing you had a smart home? These days, there are many turnkey choices that are easier and less expensive than they were 10 years ago: http://bit.ly/2h6Cyjd

Have you always dreamed of moving abroad? These places are easy on your budget, offer a better quality of life, and more...
13/09/2017

Have you always dreamed of moving abroad? These places are easy on your budget, offer a better quality of life, and more:

A new study reveals which nations rank the best for your money, your career and your life.

11/09/2017

Today marks the 16th anniversary of 9/11. We remember and honor all those lost.

10/09/2017

Worried about the Equifax breach? This hack could affect as many as 143 million U.S. customers, but it’s not too late to take these five important steps to protect yourself: http://bit.ly/2vS49ip

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Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+17042922920

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