Pinnacle
Pinnacle Investments, LLC is an employee-owned financial services firm based in East Syracuse, New York, with additional offices in Albany, Auburn, Fayetteville, and Williamsville. The company specializes in wealth management and brokerage services, primarily catering to high net worth individuals. Pinnacle also manages accounts for various clients, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. In addition to its investment management services, the firm invests in the public equity markets of the United States and manages mutual funds for its clients. Pinnacle utilizes both in-house and external research to inform its investment strategies. The company operates as a subsidiary of Pinnacle Holding Co., LLC.
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