Pinnacle Investment Advisors, LLC
21 Robin Hood Lane, Troy, OH 45373
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Pinnacle Investment Advisors, LLC is a finance institution located at 21 Robin Hood Lane in Troy, Ohio, United States. As a financial adviser, we provide full-service fee-based wealth management to help our clients achieve their dreams and goals. We believe in bringing honor and integrity to an industry filled with complexity and misinformation. Our team truly cares about people and considers it a privilege to assist them in preparing for the retirement lifestyle they desire.
As a fiduciary, Pinnacle Investment Advisors, LLC always works in the best interest of our clients. We offer state-of-the-art systems and a process that allows clients to compare alternatives and choose the strategy that will provide them with the most desired outcome. Our goal is for clients to see the value in adding us to their team.
We invite you to schedule a complimentary, no-obligation appointment to see if we are the right firm to help you put together the right plan for your financial future. Our firm aims to be a leader in financial planning concepts, exploring multiple alternatives to help you make informed decisions that work best for you.
Tune in to WHIO radio from 6am to 8am to hear our insights on how we can assist you with your financial game plan. We also provide helpful tips on what to look for when hiring an advisor. Please note that all written content on our site is for information purposes only, and all information and ideas should be discussed in detail with your individual advisor before implementation.
Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. Please be aware that the presence of this website should not be construed as a solicitation to sell advisory services to residents of any state other than Ohio, unless legally permitted. Pinnacle Investment Advisors, LLC and Temple Financial Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency.
Reviews
"Mr. Temple is excellent. He takes the time to listen and ensure that he understands your situation before making any recommendations. He is extremely professional but also brings a personal touch to every client."
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