F X Financial Group LLC

Your Next Step Consider your present financial situation. Do you feel comfortable with your savings, mutual funds, investments, retirement plans and insurance? How about your wish list and dreams? We want to know what keeps you awake at night. Take that important step forward and contact us.

Pinnacle Investment Management Inc in Simsbury, CT, is a trusted advisory firm recognized as the #1 advisory firm by Barron's. Specializing in wealth planning solutions, the firm operates as a Family Office For Your Family, aiming to amplify and simplify your financial life and secure your family's future. With a unified in-house team of planners, investors, accountants, and estate specialists, Pinnacle Investment Management Inc designs and executes tailored financial plans. Clients benefit from a hand-picked Wealth Advisor dedicated to their service, along with an institutional-grade portfolio managed by a team of over 100 investment professionals, ensuring comprehensive financial management. As an independent National Fiduciary, Pinnacle Investment Management Inc is legally bound to prioritize clients' best interests, offering a range of solutions including financial planning, tax planning, investment management, estate planning, insurance solutions, trustee services, and more to connect all aspects of their financial lives seamlessly. Generated from the website content

Our Simsbury wealth advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs