At Pinnacle Financial Group, our team of financial advisors works in tandem to create custom, comprehensive plans based on an understanding of your individual situation and wealth goals. We develop personalized strategies that prioritize both your financial and physical well-being. And our holistic approach helps ensure a well-rounded, sustainable plan designed to safeguard your assets, mitigate risks, and maximize growth potential. We take pride in providing a comprehensive suite of insurance products designed exclusively for each individual or business owner. Whether you are just starting your career, or looking to protect and grow your wealth as you approach retirement, our solutions are tailored to meet your specific needs.
As a boutique, independent firm, we understand that true financial management goes beyond mere numbers on a balance sheet. Our objective is to become your trusted advisor, guiding you skillfully through the intricate landscape of personal finance and insurance, adopting a holistic approach every step of the way. But our commitment doesn’t end there. We acknowledge that wealth and finances carry profound significance in your life. Hence, we take the time to forge a personal connection with you, gaining a profound understanding of how money and asset protection intertwine with your broader life objectives. This enables us to guide you towards financial choices that resonate with your deepest personal values and long-term visions.
Mission Statement
Pinnacle Financial Group delivers high-net worth individuals and families, seniors and retirees, business owners and entrepreneurs, and doctors and medical professionals, comprehensive solutions to help provide them with both growth and financial security. We are committed to having the best resources at hand for our team of financial advisors and wonderful clients, providing access to the most innovative, state-of-the-art solutions from a myriad of carrier partners.
Client Feedback
25
YEARS OF EXPERIENCE
1117
CLIENTS ASSISTED
100
SATISFACTION
Meet Our Founder
Julio (Ricky) Gonzalez, RMIP™
President and CEO
With over two decades of experience, Julio (Ricky) Gonzalez, RMIP™, stands as a trusted advisor and financial strategist, helping individuals and businesses achieve their financial aspirations to secure a prosperous future.
As founder, president, and CEO of Pinnacle Financial Group, Ricky Gonzalez leads a team of people dedicated to providing cutting-edge financial solutions with the goal of giving our clients peace of mind. Our personalized guidance is tailored to address each client’s unique needs and goals.
Our Services
We are a full-service financial and insurance boutique firm that caters to high-net-worth individuals and families, physicians, business owners, and retirees. Our primary focus is on offering personalized insurance and investment solutions to help ensure your financial well-being. We specialize in life insurance, disability insurance, group health plans, Medicare, long-term care insurance, retirement planning, and business services for entrepreneurs and business owners. Here are some of the services we may provide as part of your customized strategy:
Your Planning Journey
At Pinnacle Financial Group, our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Together, we can work to build a prosperous future defined by your unique aspirations. Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain insight into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed to align with your unique requirements.
Where Financial Success Meets Peace of Mind
Contact Us
Please contact us to get started on your plan toward financial freedom!
2625 Weston Rd. • Weston, Florida 33331
info@pinnacleflorida.com
Phone: (954) 980-8189
Fax: (954) 697-0905
