Pinnacle Plan Design PC

Cynthia VerDuin 

on Google

3 months ago

My initial meeting with Bill Presson was highly informative and so helpful! His level of transparency and sharing of information led me to a high level of trust and we look forward to taking the next steps to create a plan. 

Art Wadlund 

on Google

7 months ago

I have worked with Pinnacle Plan Design for over 15 years. I am very satisfied with their work. They are always responsive and on top of things. Seems like they really care about me. 

Richard Koevary 

on Google

9 months ago

Pinnacle Plan has always provided me with excellent service at a reasonable cost. In particular, Bill Presson has been an outstanding resource. 

Excel Mechanical, Inc. 

on Google

11 months ago

They handled our 401k Retirement Plan as the 3rd Party Administrator. They do a great job and everyone is super to deal with. They are timely and ensure that you are compliant. They are not the cheapest option. 

Vivian Shou-Litman 

on Google

a year ago

Pinnacle Plan Design truly surpassed my expectations. Working with Bill Presson closely over the last couple of months proves to me that choosing PPD is the best decision I made for my business. Bill is knowledgeable, thorough and meticulous. His dedication to work and clients is shown through his highly responsive and efficient communications. Bill's unparalleled expertise puts my mind at ease, even when dealing with complicated issues. I am truly grateful for the industrious professionals at Pinnacle Plan Design.