The Phoenix Business Journal recognized Pinnacle Financial Advisors’ position as a leader in the Valley’s financial planning community, naming the company among its annual list of the Largest Phoenix-area Investment Advisers. 2019 marks the second consecutive year the company has been honored.
Pinnacle took the No. 37 spot in this year’s list, ranked by total assets under management locally. The list is part of the Phoenix Business Journal’s weekly listing of top companies in a variety of industries.
Pinnacle offers a variety of financial planning and wealth management services for individuals and businesses, including investment management, risk management and insurance planning, tax efficiency planning, and cash flow management.