I have successfully completed the Series 65 Securities Law Exam. I operate within the capacity as a fiduciary when advising my clients. I will always worked in the best interest of my clients and have worked in this industry since 1994
I utilize a consultative approach when working with my clients and compare various alternatives to determine which will provide the outcome they desire.
Elouise and her husband Craig became clients in 2015. Later in 2016 when I opened up the new Troy location, I hired one of Craig's companies to do some renovations to the office.
We needed some additions to our team and Elouise was a great fit. She understood our process, trusted me and loves working with people in this industry.
Linda became a client in 2016 and we helped her to successfully retired in 2019 after a distinguished career as an RN for 36 years.
As the needs of our firm grew, we talked to Linda about coming on board to help us with educational events and other client directed activities. She loves helping and enjoys serving others.
Today things are changing rapidly! The rules change, taxes change, markets are riddled with volatility. We believe that no longer can one best serve the needs of a client unless they have a team approach and a process to validate all financial decisions. PIA has assembled a team of qualified professionals and a process to help clients make the right choice.
Every member of our team understands the importance of integrating and coordinating all of ones important financial decisions. We work together until the issue is solved to the client's satisfaction and understanding.
So when we say "We've Got You Covered", WE MEAN IT!
Home Staging & Senior Downsizing
Downsizing? Wanting to get the best resale price for your home? This team of professionals have solutions that will help!
She is known as the premier firm in the Miami Valley for the unique services she offers.
Additionally, this firm also specializes in down-sizing. It is never easy to leave a home after one has been there for 20, 30, 40 even 50 years. However sometimes it becomes necessary.
Home Health Care
Skilled & Non-Medical
By providing a broad spectrum of services including skilled nursing, home health aides, physical/occupational/speech therapy and behavioral health we tailor your plan of care to your unique need.
In addition, we accept over 40 insurance plans including state waiver and passport.
Our goal is to keep you and your loved ones independent, healthy and secure.
Medicare & Medicare Supplement Insurance
RetireMED®iQ can help you prepare for your journey whether you are considering retirement, new to Medicare or working beyond 65. They provide peace of mind to individuals who are at various stages on their Medicare journey.
They provide expert advice, access to ALL plans and dedicated lifelong support all at NO COST to you.
Our team of CPA's and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens.
The Law Office of Scott W. Sexton is specializes in serving veterans, spouses and surviving spouses of veterans who are seeking Veteran Affairs "Improved Pension and Aid and Attendance," a federal assistance program offering monthly support for long-term care assistance.
Through our partnership with financial professionals and attorney's across the nation, we offer a range of services to the nearly 2 million veterans and widows who may qualify for Improved Pension and Aid and Attendance.
He along with his accredited staff have processed over 9000 cases.
All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website 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. Neither Pinnacle Investment Advisors, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
Pinnacle Investment Advisors, LLC 21 Robin Hood Lane Troy, Ohio 45373
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