Pinnacle Financial Group
Pinnacle Financial Group, located in Sedona, AZ, is a fee-only financial planning and wealth management firm that prioritizes client trust and integrity. With a team of seasoned advisors holding industry certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), they deliver comprehensive financial solutions guided by a legal fiduciary obligation to place clients' interests first.
Emphasizing a holistic approach, Pinnacle provides services ranging from wealth and investment management to retirement planning and college funding strategies. Their commitment to client education ensures that decisions are made collaboratively, empowering clients with clarity and confidence about their financial futures.
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