Megan CFA's Contact Details

Megan CFA's Company Details

Pinnacle Investment Management Inc

East Granby, CT, United States • 1 - 10 Employees
Financial Services

Pinnacle Investment Management Inc. is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. We help them grow, and conserve their wealth and optimize their financial decsions. We specialize in financial planning, investment management and retirement planning.Our size enables us to establish personal relationships with our clients and customize our services to their needs. We are significantly different from major Wall Street brokerage firms and we do everything we can to align our interests with that of our clients.