Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory J. Wiita is a financial advisor with Pinnacle Advisors. Kory has been in the industry since 2019 and is registered with the state of Ohio. Kory holds the Certified Financial Planner designation and specializes in providing financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, businesses, charitable organizations, and pension and profit sharing plans. Kory also provides legal consulting services on a part-time basis.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/15/2021 - Present
Pinnacle Advisors (Medina OH)
Active
Inactive
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