| Name | Title | Contact Details |
|---|
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Cherokee Funds is one of the leading providers in Financial Services. It is based in Norman, OK. To find more information about Cherokee Funds, please visit www.cherokeefund.com
Symcor is one of Canadas largest providers of business and payments processing services. Symcor supports multiple industry verticals including financial services, insurance, retail and telecommunications. At Symcor, helping our clients through their digital transformation is at the core of everything we do. Symcor has the Business-to-Industry (B2I) intelligence and expertise to accelerate change and the track record to execute it.
QA Financial Group is a Omaha, NE-based company in the Financial Services sector.
Perry Capital, LLC is one of the leading providers in Financial Services. It is based in Los Angeles, CA. To find more information about Perry Capital, LLC, please visit www.perrycap.com