Company description
Pinnacle Planning is an investment service company in Kansas City. Our mission is to get to know and understand our clients' needs, wants, and long-term goals. Together with our clients, we develop, implement, and monitor a strategy that's designed to address the client's individual situation. We are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
More details
- Services
- Retirement planning, college savings plans, 401(k), Wealth building, wealth management, life insurance
- Year established
- 2020
