Pinnacle Financial Associates

Pinnacle Financial Associates, located at 1195 Meadow Bridge Drive in Dayton, Ohio, is a finance institution dedicated to providing financial security for families and businesses. Since its founding in 2002, Pinnacle Financial Associates has been helping clients uncover opportunities and turn their financial goals into a realistic plan. The institution offers comprehensive financial planning and retirement income planning services, working closely with clients' CPAs, attorneys, and other professionals to align with their financial goals.

The team at Pinnacle Financial Associates is committed to building long-term relationships with clients, focusing on integrity, quality, and responsiveness to unique needs. The institution offers services such as risk-based planning, insurance, wealth preservation, estate planning strategies, and investment management to help clients achieve their personal, business, and financial goals.

Retirement planning is a key focus at Pinnacle Financial Associates, with the goal of creating retirement confidence for clients. The institution emphasizes the importance of having a retirement plan in place and regularly reviewing it to ensure a comfortable retirement. Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc.

Dan Wolodkiewicz and Alexander Wolodkiewicz are registered representatives and investment advisor representatives of Equity Services, Inc., offering securities and insurance in multiple states. The Pinnacle Financial Associates word mark and logo are trademarks of Daniel E. Wolodkiewicz. With a focus on financial security for families, Pinnacle Financial Associates is dedicated to helping clients achieve their financial goals and build a successful future.