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Case Studies

Pinnacle provides clients with effective advice. Whatever the challenge - from buying a first home to complicated payment processing - we have worked with clients to find the ideal solution. Below are just a few examples of how we have helped real clients solve real problems.

A Community Center for Gallatin Shalom Zone

The Gallatin Shalom Zone needed a partner to help realize its dream of building a community center. Pinnacle's experienced advisors were there.

Work with Mortgage People You Know

A first-time home buyer finds out why it pays to work with people you know. Pinnacle saved the day after another institution dropped the ball.

Water Utility Saves Money by Switching to HSA

Pinnacle, with insurance subsidiary Miller Loughry Beach, helps a local utility save thousands with a new health insurance plan.

Businesses Get Local Support for Payment Processing

When two local businesses faced challenges processing credit card payments, they turned to Pinnacle for support.

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Client Programs

Client Programs

Information Security Awareness and Merchant Card Changes

Tue, Mar. 31 - 11:30 a.m. - 1 p.m.
Pinnacle - Mt. Juliet Road

Quality of Life - Royal Oaks

Tue, Apr. 14 - 10:30 - 11:30 a.m.
Pinnacle - Franklin
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Case Studies

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Pinnacle Podcast

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.