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| Additional information |
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| Pinnacle Tax & Financial Services, LLC |
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Mission statement:
We endeavor to be committed to our clients’ needs and goals. We strive to provide sound guidance, peace of mind, and unparalleled service through all stages of their life and business. |
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Overview:
Pinnacle Tax & Financial Services, LLC, is an independent firm specializing in financial strategies, wealth management, planning, and tax services. It was founded by David J. Purkey, CFP®, EA.
Independence is paramount in our minds because we believe that today's consumer is aware of the inherent conflict of interest many firms have in using proprietary products and services. Therefore, we have no ties to proprietary products.
Through our commitment to the highest standards of education, trust, and service, our mission is to help people pursue, protect, and preserve wealth so they can enjoy greater financial confidence and live a more joyful life.
Please take a moment to browse our Web site and feel free to check out any of the many useful Web links. If we can answer any questions about our individualized unique fee-based services, please e-mail, fax, call, or write us. |
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History:
David J. Purkey, as an IRS certified Enrolled Agent, started his own tax business in 1998 after working for a tax services firm for several years. Throughout the years, the tax business grew from referrals. During that period, while responding to client's special needs and requests, he became securities licensed and included investments as part of the company's services. As the investment and financial planning portion of the business grew, it became apparent that David had become a financial planner. David recognized this important role and worked hard to educate and differentiate himself from other planners by obtaining the CERTIFIED FINANCIAL PLANNER™ designation. The combination of CFP® and EA provides a unique and valuable service for our clients.
In 2004, the business had grown to the point that additional staff were hired to service the tax side of the business. We now have two full-time tax advisors, support staff, and David handles the financial planning and investment management services.
In 2006, Pinnacle Tax & Financial Services, LLC, chose Commonwealth Financial Network® as their broker/dealer. Commonwealth is one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. |
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| Toll Free:
+1 888 617 8070 |
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