Pinnacle Financial Group

At Pinnacle Financial Group, we understand the importance of trust in financial planning and wealth management. That's why we're a fee-only financial planning and wealth management firm committed to putting our clients' interests above our own. Our experienced team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) has been serving individuals and families for over 20 years, building long-term relationships based on a foundation of education, transparency, and exceptional client service.

Our Philosophy

As financial professionals, we believe that every individual deserves access to personalized, unbiased guidance and support. That's why we take a holistic approach to financial planning, taking into account each client's unique goals, risk tolerance, and circumstances. Our team of experts works closely with clients to create a comprehensive financial plan, providing ongoing guidance and support throughout their financial journey.

Our Services

At Pinnacle Financial Group, we offer a range of services designed to help individuals and families achieve their financial goals. Our services include:

• Wealth Management: Our bundled service combines comprehensive financial planning and investment management in one convenient fee structure.
• Investment Management: Our standalone Investment Management service provides ongoing portfolio management, using a disciplined approach to dynamic asset allocation.
• Comprehensive Financial Planning: Our financial plans provide a snapshot of your financial situation, answering a multitude of your financial questions.
• Retirement and Social Security Planning: Our targeted analysis helps you determine whether you're on track to retire or when to begin taking Social Security.
• College Planning: We'll help you estimate projected costs, determine the amount to save, and recommend tax-efficient strategies for college savings.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance. Our team includes:

• Vince Harambasic, III CFP: Principal and founder of Pinnacle Financial Group.
• Dan Fitzgerald CFP: Principal and Co-founder of Pinnacle Financial Group.
• Jim Stork CFP, CFA: Senior Wealth Manager and experienced investment professional.
• Jeanne Nortier: Client Relationship Manager and Office Manager, responsible for client communications and team coordination.
• Karen O'Donnell: Client Relationship Manager, working closely with clients to provide exceptional service.
• Sandi Wanat: Client Relationship Manager, responsible for client communications and team coordination.

Contact Us

We invite you to learn more about our services and meet our team by contacting us at 708-246-6262 or info@pinnaclefinancialgroup.com. We look forward to serving you and helping you achieve your financial goals.