Client Stories

Client Stories

Help in a Pandemic: Upstate South Carolina

Help in a Pandemic: Upstate South Carolina

Two nonprofits serving very different missions in the same community now faced the same dilemma. Support from their trusted financial advisors not only carried them through but helped further their missions in more ways than one.


“This office is always eager to help and is a very friendly hometown bank. Alisha is always helpful, and she is great to work with. She loves her job, and it shows!!”

Cherie Warfford

Todco and Best Disposal in Lexington, NC


Help in a Pandemic: Community Small Business

Help in a Pandemic: Community Small Business

Small businesses are the backbone of any local economy. They not only employ millions of people nationwide; they can also support the operations of many larger companies and contribute to a community's quality of life. When the pandemic suddenly cut off revenue for these vital institutions, they needed a lifeline to keep the doors open.


“Pinnacle is always there for me and my company. As a former banker, I appreciate the high touch professional relationship we have. ”

Glenn Macbeth

Gateway Title Services, LLC


Help in a Pandemic: Supporting Healthcare & Wellness Providers

Help in a Pandemic: Supporting Healthcare & Wellness Providers

Frontline medical workers are heroes performing miracles everyday, especially during the pandemic. For other health and wellness providers, some deemed "nonessential" and others with empty appointment books, it's a scary time for totally different reasons. When they needed financial help to make it through, they knew who would be there.


“We were a client of one of the largest banks in America for over 15 years. Despite significantly growing our business with them over that time period, it became clear that we couldn’t have been a less meaningful customer for them. I polled my local entrepreneur's network for recommendations and ended up moving everything over to Pinnacle. This was one of the top three business decisions I have ever made. As the owner of multiple businesses, I have put them through the ringer on everything (business banking, personal and commercial real estate, lock box, all of my personal finances, financial advisory services, lines of credit, corporate 401k transfer, etc.) and cannot imagine how any bank could perform better on any front. I went from struggling with a nameless, faceless, uninterested bank to having the dream team of Caroline, Kent, Craig and Monica at the ready whenever I need them. I can't believe that banking this good exists. ”

Mark O'Brien

Newfangled in Chapel Hill, NC


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