Pinnacle Investments, LLC
Financial ServicesView the employees at
Pinnacle Investments, LLC-
Josh Kimber, CFP® Financial Advisor at Pinnacle Investments, LLC
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Greater Syracuse-Auburn Area
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Rising Star
William F. Callahan IV Financial Advisor-Senior Vice President at Pinnacle Investments, LLC-
Palm Beach Gardens, Florida, United States
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Top 5%
W A Ward Registered Client Associate at Pinnacle Investments, LLC-
East Syracuse, New York, United States
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Top 10%
Adam Gartside Financial Advisor at Pinnacle Investments, LLC-
Morristown, New Jersey, United States
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Rising Star
W A Ward Registered Client Associate at Pinnacle Investments, LLC-
East Syracuse, New York, United States
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Top 10%
Overview
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.4 billion. 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.
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