Pinnacle Strategies Inc.

Pinnacle Strategies Inc. Agent licensed to sell insurance through New York Life Insurance Company. Mission Statement: Pinnacle Strategies, Inc. Moro, New York Life Insurance Company.

is dedicated to developing and implementing strategies on behalf of affluent individuals, families and businesses, to accumulate, manage and preserve wealth through a logical and professional process that aligns with their senses of purpose and vision. Deliver an objective, consultative, fee based approach to planning. The solutions we recommend and strategies you decide to implement will depend o

n your mission, vision, values and goals. Specializing in the areas of estate planning, business succession planning and asset protection strategies for high net worth families, closely held family businesses and doctors. *Robert A. Robert A. Moro is licensed to sell insurance through New York Life Insurance Company. *Robert A. Moro is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, 6811 Palisades Park Court, Suite 7, Fort Myers, FL 33912, (239) 241-7070. Member FINRA/SIPC, a Licensed Insurance Agency. *Financial Advisor, Eagle Strategies LLC, A Registered Investment Adviser. *Pinnacle Strategies, Inc. is not owned or operated by New York Life Insurance Company nor its affiliates. Neither Pinnacle Strategies, Inc. nor New York Life Insurance Company render tax, legal or accounting advice, please consult your professional advisors regarding your particular situation. Pinnacle Strategies, Inc. is a financial practice that specializes in investment advisory services through Eagle strategies LLC. Robert is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/31/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/45ZyDh3

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/28/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/46qkzgD

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/26/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/24/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Unsure about the right time to invest?Flying high or dipping low, timing the market is never easy. A dollar cost averagi...
08/21/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/19/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't unde...
08/17/2026

While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't understand its full potential as an asset within a larger portfolio. Get Whole Life's whole picture in this article. https://bit.ly/4x6osTR

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may aff...
08/14/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

When is the right’ time to invest?Dollar cost averaging helps take the guesswork out of timing by investing consistently...
08/12/2026

When is the right’ time to invest?

Dollar cost averaging helps take the guesswork out of timing by investing consistently over time, no matter what the market is doing. You can do that through our variable annuities. See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time.

Plan for your future with confidence—backed by trusted guidance from New York Life. Explore our life insurance and financial solutions.

Millions of people are aging alone now: what living single means for retirement taxes.
08/10/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

Address

6811 Palisades Park Court, Suite 7
Fort Myers, FL
33912

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12392417070

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