-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
Delynn Alexander (CRD# 2728867) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Raleigh, NC and has over 27 years of experience in the finance industry.
Robert Allen (CRD# 6149706) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 11 years of experience in the finance industry.
Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 19 years of experience in the finance industry.
Joshua Almond (CRD# 6783693) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 6 years of experience in the finance industry.
Glenn Andrews (CRD# 4813938) is an Investment Advisor Representative working at Cardinal Capital Management Inc. in Raleigh, NC and has 40 years of experience in financial management.
Jonathan Andrews (CRD# 4593540) is an Investment Advisor Representative working at Cardinal Capital Management Inc. in Raleigh, NC and has over 21 years of experience in the finance industry. Jonathan Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khristopher Andrews (CRD# 6242774) is an Investment Advisor Representative working at Lpl Financial LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
David Ansbro (CRD# 4487264) is an Investment Advisor Representative working at Lpl Financial LLC in Raleigh, NC and has over 22 years of experience in the finance industry. David Ansbro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.