John D.

Rating: ★★★★★

‘I have worked with Pinnacle Financial Advisors for the past three years, and I couldn’t be more pleased with the professionalism and expertise of their team. My financial situation has improved considerably, thanks to the tailored investment strategies that they provided. The advisors took the time to understand my goals and risk tolerance, which allowed us to create a plan that suits me perfectly. Highly recommend!’

Sarah L.

Rating: ★★★★☆

‘Pinnacle Financial Advisors has a robust understanding of the market and always keeps me informed about any changes that may affect my investments. The only reason I didn’t give five stars is that I think their customer service could improve; sometimes it takes a while to get a response to my inquiries. However, the quality of their advice is undeniable.’

Michael T.

Rating: ★★★★★

‘As a first-time investor, I was overwhelmed with all the options available. I reached out to Pinnacle, and they guided me every step of the way. They educated me about asset allocation and diversification strategies, leading me to feel confident in my investment choices. I am incredibly grateful for their support!’

Angela M.

Rating: ★★★☆☆

‘I had a decent experience with Pinnacle Financial Advisors, although I felt the initial consultation was a bit rushed. However, once I onboarded, the team was responsive and made it a point to answer my questions thoroughly. While my returns have been satisfactory, I believe there’s room for improvement in the depth of strategic planning.’

David R.

Rating: ★★★★★

‘I’ve had significant improvements in my financial portfolio since working with Pinnacle. Their approach is holistic, taking into consideration all aspects of my financial life. They helped me in managing my debt effectively and aligning my investments with my long-term goals. Fantastic experience!’

Complete Financial Overhaul

Client: Rachel W.

Rating: ★★★★☆

‘I approached Pinnacle Financial Advisors for a complete financial overhaul, and they delivered magnificently. From student loans to my retirement plan, they took a well-rounded approach to my financial needs. Every strategy they recommended was backed by clear data and rational explanations. I appreciated the transparency in their fees, which made the entire process less stressful.’

Expertise with Tax Strategies

Client: Mark H.

Rating: ★★★★★

‘I recently moved to a new job that involves higher income, and I sought advice on how to optimize my tax strategy. Pinnacle’s advisors worked with me to identify the best options available, including retirement benefits that I was unaware of. Their expertise in tax strategies is impressive and helped me save a significant amount!’

Long Term Relationship

Client: Jennifer K.

Rating: ★★★★★

‘I’ve been with Pinnacle for over five years now. Initially, I was skeptical about financial advisors, but they proved me wrong through their consistent performance. They revolve their strategies around life changes and economic conditions, which has been crucial during turbulent times. I look forward to continuing this journey with them.’

Educational Approach

Client: Lewis T.

Rating: ★★★★☆

‘What I loved most about Pinnacle Financial Advisors is their educational approach to investing. They took the time not only to manage my portfolio but also to explain market trends and investment principles. This allowed me to become more financially literate, which gives me confidence in making my own decisions going forward.’

Comprehensive Insurance Planning

Client: Sandra P.

Rating: ★★★★★

‘Apart from investment advice, Pinnacle helped me with insurance planning. They educated me on various types of life and health insurance and assessed my family’s needs concerning financial safety net. Their thoroughness left me feeling secure about the future.’