Pinnacle Financial Strategies “Financial security for your family; it’s the right thing to do.”

CONNECT

Address:

3171 Beaver Vu Drive, Suite A
Beavercreek, OH 45434

Directions:
Take Route 35 to the North Fairfield Exit
Turn Right off Exit (Go North)
Beaver-Vu Drive will be on your Right

Phone:

(937) 426-8332

Fax/Other:

(937) 426-8941

Companies & Organizations

Equity Services, Inc. (ESI)

Montpelier, VT

Access to a universe of products capable of meeting the investment-oriented requirements of valued clients.  Including: stocks, bonds, and other general securities.

Equity Services, Inc., Member FINRA/SIPC, was established in 1968.  ESI is a Broker-Dealer and Registered Investment Advisor affiliate of National Life Insurance Company.  ESI Financial Advisors is the Registered Investment Advisor arm of Equity Services, Inc.

 

ESI Financial Advisors

Through Investment Advisor Representatives, ESI can offer you comprehensive fee-based financial planning and asset management services.  

ESI Financial Advisors is a tradename of Equity Services, Inc. 

 

National Life Insurance Company 

Established in 1850 and based in Montpelier, Vermont, National Life is a dynamic and growing financial services organization offering a comprehensive range of life insurance and annuities.

 

 National Financial Services, LLC

Securities in accounts carried by National Financial Services LLC (NFS), Member NYSE/SIPC, a Fidelity Investments®company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000).  For details, please see www.sipc.org.  NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage.  This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC.  Neither coverage protects against a decline in the market value of securities.

Fidelity Investments® is a registered trademark of FMR Corporation. All entities referenced are independent of Fidelity Investments® and National Financial Services, LLC.

 

All companies referenced above are affiliated unless otherwise noted.  Pinnacle Financial Associates, National Financial Services LLC and Nationwide are independent of all other companies referenced. 

 

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Check the background of this financial professional on FINRA's BrokerCheck