Pinnacle Capital Management

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 5:00 pm

(315) 234-9716Call Visit WebsiteVisit Website Map & DirectionsDirections5710 Commons ParkEast Syracuse, NY 13057 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near East Syracuse with Investment Management

Fayetteville (5 miles)
Minoa (5 miles)
Manlius (6 miles)
Jamesville (7 miles)
Syracuse (8 miles)
Kirkville (9 miles)
Nedrow (11 miles)
Cicero (13 miles)
Bridgeport (14 miles)
Liverpool (15 miles)

More Info

Email: Email Business
Payment method: cash, debit, master card, visa
Other Link: https://pcm-advisors.com/contact
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (315) 234-9716

Address: 5710 Commons Park, East Syracuse, NY 13057

Website: https://pcm-advisors.com/contact

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Pinnacle Capital Management

Tax Services

Investment Management
Client Support: PCM Team members are available to work directly with clients, advisors, or trustees and other key personnel to answer portfolio management, strategy, and operational questions. Our size and location enable our decision-makers to meet and respond to you on all portfolio management, strategy, and operational issues.
Mutual Funds
The same investment philosophy and disciplined approach that PCM uses in managing its separate accounts is employed in the active management of its mutual funds.
Bonds

Accounting Services
Cash Flow Analysis
The key to success after identifying companies using our core strategies is making sure we buy and sell the stocks at appropriate prices by determining price targets. Establishing price targets involves determining the current fair value and future value of security using projected earnings and cash flow analysis. Buy price targets are set at a discount to the fair value and sell price targets are set at a premium to the fair value. Price targets are routinely re-evaluated and adjusted with ongoing analysis and passage of time.

Financial Planning
As a participant in our program, you will receive complimentary access to our financial planning software and calculators. Ask your representative today for a no-cost retirement income plan.
Retirement Planning
Annuities
Flexibility – Since our program is open-architecture, you have the freedom to move about the investments in the plan and do not have mandatory holding requirements, that the Tax-sheltered annuities have, holding your money hostage for long periods of time.
Asset Management
The overall allocation between equity and fixed income is determined by matching our clients’ investment objectives to one of our portfolios, which are categorized as Aggressive Growth, Growth, Balanced, Moderate, and Conservative. We also offer an Active Asset Allocation (AAA) portfolio for those clients who wish for their portfolio to be managed according to an asset allocation strategy utilizing multiple asset classes. The AAA portfolio is constructed with exchange-traded funds in multiple asset classes designed to compliment and be used in conjunction with our traditional equity investment selections.

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