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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.
Foro is a business lending marketplace that connects growing companies seeking commercial loans of $250K+ with the right financial institutions. Their platform removes unnecessary complexities and helps businesses compare and select from leading financ...
Coast Central Credit Union is a not-for-profit financial cooperative, owned by our 60,000 members. Located throughout Humboldt, Del Norte, and Trinity counties, we strive to provide the best quality service and competitive rates. We`ve been rated a five star financial institution by Bauer Financial for the most recent 79 consecutive quarters, and have been serving the tri-county area for the past 65 years! At Coast Central Credit Union, belonging never felt better.
Missouri Credit Union is a Columbia, MO-based company in the Financial Services sector.
CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.