Personal Finance

When it comes to your personal finances, you want to work with someone you can trust who addresses your specific needs. That’s why we don’t do “one size fits all” or “products of the week.” We believe so much in the flexibility of our services that we don’t even print brochures. Instead, we listen to what you need and work collaboratively to design the best solution.

Because that’s what you need from your bank. You need a partner whose only goal is to help improve your financial well-being. Work with us, and you’ll soon see why Pinnacle clients consistently rate our advisors as “recognizably better” than the competition.

• Experienced Professionals
  We recruit and retain proven talent. Our financial professionals average more than 20 years of experience, so you’ll never have to work with a trainee.
• We Answer the Phone
  It’s so simple, but you just can’t find it at other banks. You won’t get a never-ending “press 1 now” menu when you call Pinnacle. During our offices’ business hours, a local associate will pick up the phone. At any time of the day or night, you can call our Client Service Center to speak with someone.
• Local Decision Making
  Your financial advisor is empowered to make decisions without asking permission from headquarters. That means less bureaucracy, fewer hassles and faster turnaround.
• Consistency
  We retain our associates at a rate of better than 91 percent – unheard of in the financial industry. So you’ll work with the same person year after year and won’t have to help someone new catch up to speed.
• Accurate and Proactive
  We can’t promise we’ll never make a mistake. But we promise to be vigilant about finding, reporting and fixing any issues that arise.
• Relationship-based Pricing
  At Pinnacle, we are focused on giving you value – not charging nuisance fees. Pricing is based on the breadth and depth of your relationship with us. In other words, it pays to bring more of your business to one place.
• Extraordinary Convenience
  We’re all about making your life easier. We offer state-of-the-art online banking and the ability to make deposits from your phone or office. On many accounts, we let you use virtually any ATM in the United States without charging a fee.