Pinnacle Insurance Agency Inc. is an insurance agent in Brighton, NY, serving high-net-worth individuals, businesses, and service firms. The agency provides life insurance consulting with a focus on point-of-sale service, partnering with financial service providers, trust companies, attorneys, CPAs, and insurance agencies to help clients meet their financial goals. Specialties include wealth transfer, estate planning, business continuation planning, insurance review, and premium financing. The agency emphasizes a consultative approach, positioning itself as a teammate dedicated to achieving the best outcomes for clients. It maintains a 4.10 rating based on customer reviews.
The agency describes itself as a life insurance consulting group that operates as planners, not sellers. It emphasizes independence and flexibility, allowing it to offer objective solutions by drawing on access to the full breadth of the insurance industry. The team works collaboratively with financial advisors and other professionals to complement existing plans rather than compete with them. The agency values a conversational style while being prepared to engage in technical discussions, reflecting deep industry knowledge. Its mission centers on providing stability, continuity, and growth through insurance solutions that offer value beyond financial metrics.
The agency is located on Brighton Henrietta Town Line Rd in Brighton, NY. No nearby landmarks are listed.
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