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At Pinnacle Investments, relationships come first. Our clients trust us with what matters most—their families, their futures, and the wealth they’ve worked hard to build. That’s why every strategy begins with understanding what matters to them. No one-size-fits-all advice. No shortcuts. Just experienced professionals committed to doing what’s right for every client we serve

As a business leader, your focus should be on growth, not navigating complex fiduciary rules. We serve as the fiduciary on your 401(k) plan, reducing your liability and giving you confidence that your employees’ retirement savings are being managed with their best interests in mind.

A CERTIFIED FINANCIAL PLANNER® helps you take control of your retirement savings by reviewing and consolidating old 401(k) plans so you can focus on your future with confidence.

When it comes to retirement plans, experience matters. For over three decades, we’ve helped businesses in Syracuse and across Upstate New York deliver competitive, compliant, and employee-friendly 401(k) plans.

Your employees deserve more than just a retirement account. We provide personalized financial planning to help them make smarter choices about their 401(k), improving financial wellness and boosting employee satisfaction.

With in-person enrollments and ongoing employee support, HR and benefits teams don’t have to spend hours answering 401(k) questions. We meet with employees directly so you can focus on what matters most.