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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.
Laura Group is a Redondo Beach, CA-based company in the Financial Services sector.
We equip and empower our participants to develop the economic mobility to move out of poverty. No one service can address the many challenges people living in poverty face — success comes from participation and achievement in four areas: Assets, Income, Wellness, and Connections.
Combined Insurance is one of the leading providers in Financial Services. It is based in Berkeley, CA. To find more information about Combined Insurance, please visit www.combined.com
Friends of Children Inc is a Ashland, KY-based company in the Financial Services sector.