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Pinnacle Welcomes $53 Million Solo Advisor in Western Pennsylvania

East Syracuse, NY – Pinnacle Investments, LLC (“Pinnacle”), a 25-year-old investment firm headquartered in Syracuse, announced today that John Danzer, formerly affiliated with Investment Advisor Group and doing business under Danzer Wealth Management, has joined their team. Based in Franklin, PA, Danzer has over 15 years of experience providing families, high-net-worth individuals, and small businesses with retirement and financial planning services. Danzer oversees more than $53 million in assets and is seeking to strengthen his client relationships by providing an expanded array of services in addition to helping them make informed decisions through ongoing education and financial planning.

“It feels great to start a new year by transitioning to Pinnacle,” said John Danzer. “With Pinnacle’s ownership of a Professional Employer Organization (PEO) and other business lines all under one roof, I’m confident I’ll not only be better able to serve my clients but also actively grow my business.”

“I am happy to welcome John to Pinnacle,” said Mark Nardella, President of Pinnacle Investments and Financial Advisor. “As an advisor-run firm, we value the input and experience high-quality advisors bring to our team. I can attest to our commitment to providing John, and all our reps, with the tools and technology they need to succeed as they continue delivering exceptional service to their clients.”

Due to their rapid growth, Pinnacle has welcomed multiple assistants and back-office staff in recent weeks, which only adds increased support to advisors and clients as they transition their assets to Pinnacle.

“We are thrilled John is joining our team,” said Co-Founder, Gregg Kidd. “Pinnacle has been expanding before our eyes and we are excited to take our business to new places with more advisors slated to join in the coming months.”

About Pinnacle Investments, LLC
Pinnacle Investments, LLC (“Pinnacle”) was founded in 1996 by two advisors who sought a better solution for their clients than available at a large wirehouse. Pinnacle’s success is directly 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. Since experienced advisors run the firm, they avoid culture clashes that spoil the experience of advisors and clients. This philosophy has put them on an impressive growth trajectory throughout the U.S. Pinnacle Investments, LLC. Member FINRA/SIPC.