Pinnacle Financial Advisors is pleased to welcomed Bryce Keffeler to its team to serve as a team support specialist. Keffeler, who is working toward earning his CERTIFIED FINANCIAL PLANNER™ designation, will actively assist...
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Last week the White House issued a preliminary outline for potential tax reform. The administration released the proposed bill with the intention of fulfilling a campaign promise to reduce the tax liability on the middle class. The...
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On September 7th Equifax, a credit reporting agency, announced that a data breach compromised the personal information of 143 million Americans. Hackers were able to steal the following information from the agency: Names, birth dates,...
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There has been a lot of news about the U.S. economy’s growth in recent months, especially as analysts and commentators anticipate the actions of the Federal Reserve and debate the impact of job growth, and the rates of inflation...
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Bill Kelso takes on key role at Pinnacle Financial Advisors’ Sedona office overseeing new clients, lending support to existing accounts Pinnacle Financial Advisors is pleased to announce the addition of industry veteran and...
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In our industry, we’re always looking for ways to bring our clients the best counsel, products, and service possible. With this in mind, we are excited to announce a new relationship with Seros Financial that will give Pinnacle...
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With a deep-seated commitment to the community, Andres Favela, a financial planner at Pinnacle Financial Advisors, has been accepted to Tempe Leadership Class XXXIII. A rising star and part of the next generation of Pinnacle Financial...
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Some people believe professional financial advice is only for the ultra-wealthy. At Pinnacle Financial Advisors, we feel that the guidance, insight, and peace of mind that comes with a well-crafted financial planning experience is...
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Taxes are a topic that bring out passionate responses from all sorts of people. Although they directly fund government-provided resources, including education, infrastructure, and security, the general consensus is that nobody likes to...
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Navigating the financial world can be challenging for even the savviest investors, but for those new to financial planning, truly understanding the course they are about to chart is vital. It begins with learning the language spoken in...
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