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Pinnacle Financial Concepts Inc
Serving as Financial Planners in Colorado Springs since 1995, Pinnacle Financial Concepts, Inc. is a fee-only personal financial advisory firm.
| Address | 7025 Tall Oak Dr Ste 210 Colorado Springs, CO 80919-2500 |
| Phone | (719) 260-9800 |
| Website | www.pinnaclefinancialconcepts.com |
Linda Leitz, CFP, EA and Jane Young, CFP, EA
Serving as Financial Planners in Colorado Springs since 1995, Pinnacle Financial Concepts, Inc. is a fee-only personal financial advisory firm. We provide comprehensive financial and investment planning for a fee and receive NO COMMISSIONS from the purchase or sale of products. Our goal is to form long-term relationships with our clients in order to create, implement, and manage comprehensive financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind.
Pinnacle Financial Concepts, Inc. provides these services as part of a comprehensive financial planning process:
Investment Portfolio Review
Asset Allocation and Investment Implementation
Individual Income Tax Return Preparation
Review of Insurance Coverage and Needs
Budgeting and Record Keeping
Serving as Financial Planners in Colorado Springs since 1995, Pinnacle Financial Concepts, Inc. is a fee-only personal financial advisory firm. We provide comprehensive financial and investment planning for a fee and receive NO COMMISSIONS from the purchase or sale of products. Our goal is to form long-term relationships with our clients in order to create, implement, and manage comprehensive financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind.
Pinnacle Financial Concepts, Inc. provides these services as part of a comprehensive financial planning process:
Investment Portfolio Review
Asset Allocation and Investment Implementation
Individual Income Tax Return Preparation
Review of Insurance Coverage and Needs
Budgeting and Record Keeping
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