Press Release (ePRNews.com) - Philadelphia, PA - Feb 08, 2017 - Pinnacle Investments, LLC (Pinnacle), a New York-based investment advisor/broker dealer firm registered with the SEC and FINRA, announced today that Robert Beck has joined the firm as a Financial Advisor in Philadelphia, PA.
Mr. Beck, a native of Philadelphia, and graduate from the Whitman School of Management at Syracuse University, joins Pinnacle with over 25 years of experience at some of the world’s largest financial institutions. Beck, who is a Certified Financial Planner™ (CFP®) professional, works with high net-worth individuals and families, in addition to serving many corporate clients including both taxable entities and tax exempt organizations.
“I find listening to clients to gain a deep understanding of what goals, aspirations and concerns are of top priority is critical to developing the most appropriate plan for them.”
“We are excited to have Rob join our team and open our first location in Philadelphia as part of our national growth strategy,” said Ryan York, CEO of Pinnacle Investments. “Our continued growth is a testament to the people and the culture we have here,” he added.
Beck, who works collaboratively with attorneys and CPAs to develop strategic tax and estate plans for his clients, offers a diverse range of financial services focusing on retirement planning solutions including 401(k) and other business retirement plans. “I am truly thrilled to be part of the Pinnacle team and to have the opportunity to build the Philadelphia market for Pinnacle Investments,” said Beck, adding, “I find listening to clients to gain a deep understanding of what goals, aspirations and concerns are of top priority is critical to developing the most appropriate plan for them.”
Pinnacle opened an office in Massachusetts last year and the hiring of Beck marks their expansion into Pennsylvania.
About Pinnacle Investments, LLC.
Pinnacle Investments, LLC is an investment-advisor/broker-dealer registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Founded in 1995, Pinnacle Investments, LLC manages investment and brokerage accounts for individuals and institutions and has over $1.2 billion of client assets. Pinnacle Investments is a member of the Pinnacle Family of Companies, a financial-services, insurance and human-resources enterprise. The Pinnacle Family of Companies maintains New York offices in Syracuse, Auburn, Fayetteville, Rochester, Buffalo and Albany, with additional offices in Massachusetts, New Jersey, Florida and Pennsylvania.
Ryan York, CEO Pinnacle Investments, LLC
Pinnacle Investments, LLC