Main Contact: Mr. Robert S. Beck, CFP
Pinnacle Investments is a boutique wealth management firm established in 1995. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We’ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans. Proven investment experience and superior client satisfaction combined with local ownership has enabled Pinnacle to grow to over 6,000 clients and more than $1.2 billion in assets.
- Established in 1995
- Privately Owned
- Member Since 2018