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Pinnacle Wealth Partners
- Financial Services
- Lafayette, IN
About this business
Our advisors are your partners in developing a comprehensive and objective financial plan designed around your unique personal vision. Your specific situation will determine our focus for each engagement, scaling our services to focus on your specific concerns. Our consultative process is designed to focus on your unique personal vision, develop a comprehensive roadmap with strategies that fit your specific circumstances and guide you through implementation and ongoing support. It can be a straightforward investment portfoli... read more
Location details
1527 Kossuth St, # A, Lafayette, IN, 47905, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Randy has been my financial advisor for about 15 years. He is honest, trustworthy, and a genuinely nice person. My portfolio has grown considerably under his care. I recommend him highly.
Randy has been my financial advisor for about 15 years. He is honest, trustworthy, and a genuinely nice person. My portfolio has grown considerably under his care. I recommend him highly.
Our family has worked closely with Randy since I became a business owner in 2015. He has been great to work with, and I highly recommend his services. You should call him to help with your personal investments or your business.
Trustworthy and a high level of expertise !!!! I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners. Thanks for all your wise advice, its been a huge help !
I've been working with Pinnacle Wealth for a few months. I really appreciate Jennifer, Randy and Dave's approach to financial planning. They are very approachable and not intimidating. I also like the fact that they approach planning holistically. In the past, I always felt that the financial planner had an "agenda' in order to sell me the highest paying commission. I have never gotten that impression with Pinnacle. I highly recommend them to anyone needing a long-term financial plan.
Frequently asked questions about Pinnacle Wealth Partners
How is Pinnacle Wealth Partners rated?
Pinnacle Wealth Partners has a 5 star rating with 5 reviews.
When is Pinnacle Wealth Partners open?
Pinnacle Wealth Partners is closed now. It will open tomorrow at 9:00 a.m.
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