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Pinnacle Pension Consultants LLC

Headquartered in NEEDHAM, MA

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Firm Information

Pinnacle Pension Consultants LLC is a registered investment adviser headquartered in NEEDHAM, MA. They provide a variety of services, including pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. The firm primarily serves pension and profit sharing plans, with a total of 65 clients and $1,509,890,565 in assets under management. Pinnacle Pension Consultants LLC also offers consulting services for non-qualified plans, with one client and $9,500,000 in assets under management.

Pinnacle Pension Consultants LLC

1492 HIGHLAND AVE.

NEEDHAM, MA 02492

$1.52B

Assets Under Management

66

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under consultation

Branch Locations (2)

PINNACLE PENSION CONSULTANTS LLC has a total of 2 branch locations across the country.
location

NEEDHAM, MA

location

CONCORD, MA

Advisors at Pinnacle Pension Consultants LLC

View All 3 Advisors
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Christopher Aaron Garrison

RA

NEEDHAM, MA

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Ronald Andrew York

RA

NEEDHAM, MA

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Gregory Clifford Lewis

RA

NEEDHAM, MA

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Disclosures

There are no public disclosures for Pinnacle Pension Consultants LLC.

Frequently Asked Questions (11)

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