Pinnacle Financial Group, Inc.
2625 Weston Road, Weston, FL 33331
About the Business
![Pinnacle Financial Group, Inc. Pinnacle Financial Group, Inc.](https://guideinua.b-cdn.net/images/logo_new/809/30221096/logo.webp)
Pinnacle Financial Group, Inc. is a boutique investment and insurance partner located at 2625 Weston Road, Weston, Florida, United States. Led by President and CEO Ricky Gonzalez, the institution specializes in providing personalized financial planning services for high net worth individuals, doctors, business owners, and entrepreneurs. Services offered include retirement planning, long-term care insurance planning, disability insurance planning, life insurance, and Medicare planning. Pinnacle Financial Group takes a holistic approach to financial management, aiming to become a trusted advisor for clients by understanding their unique goals and values. The institution works with top insurance and investment carriers in the industry to provide expert guidance and support. Additionally, they offer insights on current events, industry updates, and government updates through their news feed and YouTube videos. Overall, Pinnacle Financial Group, Inc. is dedicated to helping clients achieve financial security and peace of mind through tailored financial planning solutions.
Photos
Location & Phone number
2625 Weston Rd, Weston, FL 33331, United States
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:
9:00 AM - 5:00 PM
Sunday:
Closed
Reviews
"Ricky gets it done and knows his stuff. Have recommended him countless times and he has taken care of our entire family with our life insurance and health needs."
"Agent Ricky is very knowledgeable and personable, explain everything In simple terms, appreciate him for my agent."
"Rickey has more than 20 years experience in the financial industry. He is very knowledgeable and seeks to understand the best financial plan for each of his clients."
"Mr. Gonzalez goes well beyond the call of duty. Always exceeds my expectations. Very professional and very knowledgeable. He is mostly available and the few times I left a voicemail he quickly responds. He is very responsible and makes sure all my needs are met. I told my friends and family about Mr. Gonzalez. Good agents are hard to find. I will never change agents. God bless you!"
"Working with Ricky and his staff was super easy. He shows up on time every time. He answers his cell phone whenever you call him and he takes his time to explain fall policies in detail. He’s helped me with numerous policies including life insurance and retirement accounts. I highly recommend Ricky and his staff. If you value your time and money please call him today."
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- Health Insurance Companies
- Life Insurance Companies
- Financial Consulting
- Financial Advisor
- Hospital
- Audit & Consulting
- Asset Protection
- Business Owners
- Current Events
- Disability Insurance
- Disability Insurance Planning
- Entrepreneurs
- Estate Planning Services
- Expert Guidance
- Financial Advisors
- Financial Literacy Education
- Financial Security
- Government Updates
- High Net Worth Individuals
- Holistic Financial Management
- Industry Updates
- Insurance And Investment Carriers
- Investment Planners
- Life Insurance Agents
- Life Insurance Policies
- Long-Term Care Insurance
- Long-Term Care Insurance Planning
- Medicare Planning
- Medicare Supplement Plans
- Peace Of Mind
- Personalized Financial Planning
- Retirement Income Planning
- Retirement Planning Services
- Tax Planning Strategies
- Trusted Advisors
- Unique Goals
- Values-Based Finance
- Wealth Management
- Wealth Preservation
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