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Pinnacle Investment Advisors
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  • Home
  • About Us
    • Our Team
    • Our Approach
    • Why work with a Fiduciary
  • Services
    • 401(k) Mistakes
    • Enhanced Planning
    • Income Planning
    • Life Insurance
    • Long Term Care
    • Maximize Your Pension
    • Portfolio Analysis
    • Retirement Strategy & Risk
    • Social Security
    • Tax Strategies
  • Education
    • Important Resources
    • Long-Term Care Options
    • Obstacles to Retirement
  • Workshops/Webinars
  • Radio & Media
    • Radio
    • Videos
      • Concept Videos
      • Educational Videos
      • Planning
      • Taxes & Income Videos
  • Contact
  • Client Logins
    • Generational Vault
    • Orion
    • Schwab

Pinnacle Investment Advisors

21 Robin Hood Lane
Troy, Ohio 45373

3210 Beaver Vu Drive
Beavercreek, Ohio 45331

Call, Email or Calendly

(937) 667-6500
steve@pinnacleinvestmentadvisors.com
Schedule Via Calendly

Hours of Operation

Monday-Friday:
9am to 5pm

CONNECT WITH US

We would love to meet with you!
Please schedule a meeting using one of our convenient options below!

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In Person

We are a full service retirement planning company serving Troy, Ohio and our surrounding communities.

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  • Address:21 Robin Hood Lane Troy, Ohio 45373
  • Address:3210 Beaver Vu Drive Beavercreek, Ohio 45431Opens in your application
  • Phone:(937) 667-6500Opens in your application
  • Email:steve@pinnacleinvestmentadvisors.comOpens in your application
  • 401(k) Mistakes
  • Enhanced Planning
  • Income Planning
  • Life Insurance
  • Long Term Care
  • Portfolio Analysis
  • Retirement Strategy & Risk
  • Social Security
  • Tax Strategies
  • 401(k) Mistakes
  • Enhanced Planning
  • Income Planning
  • Life Insurance
  • Long Term Care
  • Portfolio Analysis
  • Retirement Strategy & Risk
  • Social Security
  • Tax Strategies
All written content on this site is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Pinnacle Investment Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Pinnacle Investment Advisors, LLC a Registered Investment Advisor in the State of Ohio. Insurance products and services are offered through Temple Financial Solutions, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Pinnacle Investment Advisors, LLC and Temple Financial Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The inclusion of any link is not an endorsement of any products or services by Pinnacle Investment Advisors, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Pinnacle Investment Advisors, LLC, nor any agency, officer, or employee of Pinnacle Investment Advisors, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.