Pinnacle or its employees were:
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Named four times to Worth Magazine’s list of Top Financial Advisors
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Included four times in Medical Economics list of Top Financial Advisors for Doctors
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Included three times in Bloomberg Wealth Manager’s list of Top Wealth Managers
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Named twice to JK Lasser’s list of Top Professional Advisors in Estate Planning for Baby Boomers
This should not be construed as an endorsement of Pinnacle by any of its clients. Nor should they be construed as a guarantee that any client will experience specific results. The selection criteria for inclusion in any list or publication is based upon criteria established by those organizations and may be based upon information prepared by and submitted by organizations or individuals selected for inclusion to the lists.