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PINNACLE Financial Strategies, LLC
Financial Services
Wexford, Pennsylvania 440 followers
An independent financial planning & wealth management firm helping people make confident, educated financial decisions.
About us
We are an independent firm providing financial planning and wealth management services, helping people make confident, educated decisions about their money. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. PINNACLE Financial Strategies, LLC. 6600 Brooktree Court, Suite 2600, Wexford, PA 15090. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html
- Website
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www.pinnaclestrategies.org
External link for PINNACLE Financial Strategies, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Wexford, Pennsylvania
- Type
- Privately Held
- Founded
- 2005
Locations
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Primary
Get directions
6600 Brooktree Ct
Suite 2600
Wexford, Pennsylvania 15090, US
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Get directions
434 Allegheny River Blvd, Suite 201
Oakmont, PA 15139, US
Employees at PINNACLE Financial Strategies, LLC
Updates
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Your Roth 401(k) after-tax matching contribution could trigger unexpected taxes. If you have questions, we have answers. Learn more about our firm at www.pinnaclestrategies.org.
This 401(k) match change could have 'unintended consequences' at tax time, experts say
cnbc.com
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Fed's Powell emphasizes need for more evidence that inflation is easing before cutting rates. Learn more about our firm at www.pinnaclestrategies.org.
Fed's Powell emphasizes need for more evidence that inflation is easing before cutting rates
cnbc.com
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Don't overlook this potential tax deduction. If you have questions, we have answers. Learn more about our firm at www.pinnaclestrategies.org.
An 'often overlooked' retirement savings option can lower your tax bill, advisor says. Here's how it works
cnbc.com
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PINNACLE Financial Strategies, LLC reposted this
As we celebrate International Women’s Day under the theme of “Inspire Inclusion,” we reflect on the power of diversity and the importance of creating inclusive spaces where all women can thrive. We celebrate the stories of women who have broken down barriers, like the Women of Commonwealth who came together recently at our 2024 Summit for Women Advisors conference. Launched six years ago, the Summit provides an inclusive space that inspires trailblazers to create legacies that elevate women in our field. The conference enables women from various backgrounds to come together and discuss topics like financial empowerment, leadership, and entrepreneurship. And the Summit’s keynote speakers, panel discussions, workshops, and networking opportunities inspire women advisors to achieve their goals. Let us collectively empower others on International Women’s Day and every day! #internationalwomensday #inspireinclusion #womenofcommonwealth
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