Pinnacle Group Financial Services

Pinnacle Group Financial Services Securities and advisory services offered through Centaurus Financial, Inc. Member FINRA and SIPC a Registered Investment Advisor. Centaurus Financial, Inc.

and Pinnacle Group Financial Services are not affiliated.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/03/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
06/01/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/29/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
05/27/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

M0 is the total of all physical currency worldwide. What’s it look like?
05/25/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/22/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Learn the ins and outs of 529 plans before you or your student heads to college.
05/20/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/18/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/15/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
05/13/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Address

2224 E. Santa Clara Avenue
Santa Ana, CA
92705

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17148095668

Website

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