Pinnacle Investments

Pinnacle Investments Member FINRA/SIPC. Financial independence begins with a strategy designed around your individual needs.

Pinnacle Investments provides fiduciary-focused financial guidance, fee-based investment management, financial planning, insurance and annuities, and workplace retirement solutions for individuals, families, and businesses. At Pinnacle Investments, we not only bring the knowledge, education, and credentials you’d expect from an investment firm, but we also serve as fiduciaries, meaning we are lega

lly and ethically obligated to put your best interests first in every recommendation we make. Our suite of products and services includes everything from traditional stocks, bonds, CDs, and mutual funds to personal financial planning, asset allocation, managed portfolios, and corporate pension plans, as well as unique investment opportunities, including private placements and alternative investments. Discover new financial and investment management guidance from one of our advisors. Securities and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC.

Major life events can affect more than your day-to-day routine. They may also change your income, expenses, insurance ne...
08/27/2026

Major life events can affect more than your day-to-day routine. They may also change your income, expenses, insurance needs, investment objectives and long-term priorities.

Starting a business, getting married, purchasing a home, growing your family, changing careers or becoming a caregiver may all be good reasons to revisit your financial plan.

A financial review can help you evaluate whether your current strategy continues to reflect your needs, goals and circumstances.

Connect with Pinnacle Investments to schedule a review. Investing involves risk, including the possible loss of principal.

This material is for general informational purposes and does not constitute individualized investment, tax or legal advice.

Planning for the future includes preparing for circumstances you may not expect.A power of attorney can allow someone yo...
08/19/2026

Planning for the future includes preparing for circumstances you may not expect.

A power of attorney can allow someone you designate to manage certain financial matters on your behalf if you become unable to do so. Because these documents and the authority they provide can vary, it is important to work with a qualified attorney when determining what may be appropriate for your situation.

Your financial professional can also help you consider how these decisions fit within your broader financial plan.

Contact Pinnacle Investments to begin the conversation.

This material is for general informational purposes only and is not intended as legal advice. Please consult a qualified legal professional regarding your individual circumstances.

⛳Financial Advisor Brandon Kidd represented Team Pinnacle at the Impel Golf Tournament on Wednesday at Drumlins! It was...
08/14/2026

⛳Financial Advisor Brandon Kidd represented Team Pinnacle at the Impel Golf Tournament on Wednesday at Drumlins!

It was a great day of golf, networking, and supporting our local business community.

Thank you to Impel for having us; we’re always glad to get out and support the organizations making an impact in Central New York!

Securities and advisory services offered through Pinnacle Investments, LLC, member FINRA/SIPC.

Introducing Atlas Wealth Advisors.Pinnacle Investments is pleased to announce the formation of Atlas Wealth Advisors, a ...
08/10/2026

Introducing Atlas Wealth Advisors.

Pinnacle Investments is pleased to announce the formation of Atlas Wealth Advisors, a new wealth management team led by Partner & Senior Financial Advisor Thomas J. Thompson and Financial Advisor Joseph Silino.

Together, Tom and Joseph bring decades of experience to the team, working with individuals, families, and businesses across a range of financial needs, including investment services, financial planning, insurance and annuity strategies, and workplace retirement solutions.

Atlas Wealth Advisors reflects a shared commitment to personalized guidance, ongoing communication, and helping clients make informed financial decisions based on their individual goals and circumstances.

Learn more about Atlas Wealth Advisors: https://pinnacleinvestments.com/blog/pinnacle-investments-announces-formation-of-atlas-wealth-advisors/

Securities and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC.

07/22/2026

Thirty years was worth celebrating! 🎉

Artificial Intelligence is quickly becoming one of the most talked-about investment themes, and for good reason.As busin...
07/08/2026

Artificial Intelligence is quickly becoming one of the most talked-about investment themes, and for good reason.

As businesses continue to adopt AI, the technology has the potential to influence productivity, innovation, and long-term economic growth across industries. But while emerging trends can create opportunity, they can also create noise.

At Pinnacle Investments, we help clients look beyond the headlines and evaluate how investment themes like AI may fit within a broader, goal-based financial strategy.

Interested in talking through your investment approach?
Contact Pinnacle Investments to start the conversation.

Trump Accounts: A New Savings Opportunity for Families These new accounts may provide eligible families with a way to be...
07/02/2026

Trump Accounts: A New Savings Opportunity for Families

These new accounts may provide eligible families with a way to begin saving early for a child’s future, including a potential one-time $1,000 government-funded seed contribution for children born between January 1, 2025 and December 31, 2028.

If you’re wondering whether your family may be eligible or how to get started, our team can help walk you through the rules, account setup, and funding options.

Contact Pinnacle Investments to learn more.

Don’t forget, the deadline for registering with New York State or partnering with your own retirement plan provider for ...
06/30/2026

Don’t forget, the deadline for registering with New York State or partnering with your own retirement plan provider for 10-14 employees is July 15, 2026.

Note: Exempt businesses must still certify their exemption with New York State by the deadlines listed above.

Your financial strategy shouldn’t live on autopilot.A mid-year review can help you reassess goals, evaluate progress, an...
06/25/2026

Your financial strategy shouldn’t live on autopilot.

A mid-year review can help you reassess goals, evaluate progress, and make thoughtful adjustments when needed.

Because strong financial planning isn’t about reacting to headlines—it’s about staying aligned with your long-term strategy.

Quick question: have you actually looked at your financial strategy since January?- beneficiaries- contribution increase...
06/22/2026

Quick question: have you actually looked at your financial strategy since January?
- beneficiaries
- contribution increases
- old 401(k)s
- cash reserves
Schedule a call with us today. -> PinnacleInvestments.com

Address

5845 Widewaters Parkway, Suite 300
East Syracuse, NY
13057

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13152511101

Website

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