Long Island Financial Services and Investment Firm Announces Expansion

The Pinnacle Financial Group Opens New Office in Huntington, New York

Huntington, NY Office Staff

The Pinnacle Financial Group is pleased to announce the opening of a new office in Huntington, New York to provide a convenient location for clients who live in Suffolk County.

In addition to 15 financial advisors at the firm's main office in Rockville Centre, New York and retail locations in New York City and Connecticut, the staff at the Huntington, New York office includes six new advisors and an administrative assistant.

The financial advisors at the new Huntington office are:

  • Lisa Caspare
  • Roger Pinto
  • Harry Rivenburgh
  • Bob Skoff
  • Ron Wexler
  • Philip Simmons
Our experienced advisors chose to join Pinnacle for the firm's independent culture, exceptional resources and support along with the freedom to focus their efforts on serving client needs.

John Raschella

Financial Advisor & Branch Manager, Huntington Office

John Raschella, the manager of the Huntington office stated, “Our experienced advisers chose to join Pinnacle for the firm’s independent culture, exceptional resources and support, along with the freedom to focus their efforts on serving client needs.”

Pinnacle’s team brings more than 100 years of collective experience derived from working at well-known investment firms such as JP Morgan Securities, Raymond James Financial and Oppenheimer & Co., Inc.

The address for the Huntington office is:
866 West Jericho Turnpike
Huntington, New York 11743
Phone: (631) 498-6491
Hours: Monday-Friday, 9 a.m. to 5 p.m. or by appointment

Founder and Managing Director, Joe Esposito commented, “Unlike many firms in the financial services industry today, at The Pinnacle Financial Group, you aren't just an account number.” He added, “We take pride in personal service. When you call us, you don’t get an automated menu nor are you transferred to a department. You talk to someone who knows you.”

About The Pinnacle Financial Group - Established in 2006, the firm offers financial and investment guidance services for individuals, families and business owners. The firm’s main office is located in Rockville Centre with branch offices in Huntington, New York, New York City and Connecticut.

Experienced financial advisers focus on client investment management, financial planning, insurance services, employee benefits program and retirement planning for individuals with an emphasis on personal service that is tailored to meet each client’s needs.

The firm offers a no cost, no obligation first-time consultation and portfolio review. Prospective clients may call (516) 763-9700 to schedule an appointment with a financial adviser.

Securities offered through LPL Financial, Member FINRA/SIPC.

Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial.

Source: The Pinnacle Financial Group


Categories: Investments, Financial and Insurance Services, Personal and Family Finances

Tags: employee benefit programs, financial advisor, financial services, insurance, investment management


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About The Pinnacle Financial Group

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The Pinnacle Financial Group provides comprehensive retirement and estate planning, investment management, insurance solutions, and experienced financial guidance.

The Pinnacle Financial Group
9 South Long Beach Road
Rockville Centre, NY 11570
United States