Pinnacle Planning Group is a professional financial services firm specializing in retirement and estate planning, investment and tax planning, business succession planning, and risk management.When was the last time you had a meaningful conversation about your investments? No matter where you are in your financial journey, our insight and sophisticated financial strategies can help make your investment goals a reality.We offer a variety of financial solutions, including:Investments - Stocks, Bonds, IRAs, Securities, Annuities, REITs, Mutual Funds, ETFs, and other alternative investmentsFinancial Planning - Retirement, Taxes, Business Succession, Estate, Education, and moreInsurance - Life, Disability, and Long-Term Care OptionsWe understand that every situation is unique, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives while managing risk in the face of today's economic challenges.Whether you're an early investor or a seasoned wealth-builder, bringing on a trusted advisor will help to ensure your assets are protected. With over 40 years of experience and over $350,000,000 under management, our clients have come to rely on our expert guidance to safeguard their financial futures.When it comes to financial planning, each day counts. Give us a call or visit our website to schedule an appointment today:📞 (914) 592-6635🌐 pinnplanning.com