Resources

 

Pinnacle Strategies, Inc. works side by side with a number of top-notch groups and institutions to help achieve your personal and professional planning goals and dreams.

 

The Nautilus Group® 
 

Bob is a member agent of The Nautilus Group®, a service of  New York Life Insurance Company. Through his membership, we work hand in hand with an in-house team of professionals collectively leveraging years of experience in tax, law, life insurance, accounting and charitable giving. Our planning process allows us to get to know you and your dreams, for family, business and community legacy. Then we work with the Nautilus team, based in Dallas, Texas, and your local advisors to design a customized plan that meets your objectives and helps you to achieve your goals.

The Nautilus Group, its employees and Member Agents do not provide tax, legal or accounting advice.

 

Eagle Strategies LLC


Eagle Strategies provides Pinnacle Strategies with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs and the web-based “Wealth Management Solution”.  Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life. Bob is an  Investment Advisor Representative (IAR) of Eagle Strategies LLC.

 

Ash Brokerage
 

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency.  Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities.  Pinnacle Strategies’ affiliation with Ash complements our mission to provide clients with objective solutions to suit their individual needs.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Advisory and Investment Related Websites: 

 

Securities Related Websites:

 

Insurance Company Website:

 

Other Important Websites: 

 
Health Insurance Carrier Websites:

 


Attorneys: *

Davidow, Davidow, Siegel & Stern, LLP

Lawrence Siegel
1050 Old Nichols Road, Suite 100
Islandia, New York 11749
Phone: (631) 234-3030

Web address: www.davidowlaw.com

* * * * * * * * * * * * *

Oshins & Associates, LLC

Richard Oshins
1645 Village Center Circle, Suite 170
Las Vegas, Nevada 89134
Phone: (702) 341-6000
Fax: (702) 341-6001

Web address:  www.oshins.com

* * * * * * * * * * * * *

Kristin N. Moro, Esquire

Attorney and Counselor at Law
110 Lake Avenue South, Suite 46
Nesconset, New York 11767
Fax: (631) 569-4411

Email: kristinmoroesq@gmail.com

* * * * * * * * * * * * *

Cartier, Bernstein, Auerbach and Dazzo, P.C.

William Bernstein
100 Austin Street, Suite 2
Patchogue, New York 11772
Phone: (631) 654-4900

Web address: www.chbalawyers.com

* * * * * * * * * * * * *

Twomey, Latham, Shea, Kelley, Dubin, Reale & Quartararo, LLP

Janice Snead
33 West Second Street
Riverhead, New York 11901
Phone: (631) 727-2180

Web address: www.suffolklaw.com

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Law Office of Sharon M. Jones

Sharon M. Jones
1853 Post Road East
Westport, Connecticut 06880
Phone: (203) 292-6724
Fax: (203) 292-6725

Email: sjones@sharonmjones.com

Web address:  www.sharonmjones.com

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Law Office of Sharon M. Jones

Jessica Washburn-Gonzalez
1853 Post Road East
Westport, Connecticut 06880
Phone: (203) 292-1546
Fax: (203) 292-6725

Web address:  www.sharonmjones.com

 

*The attorneys listed above are provided as a convenience to our clients and in no way represent a recommendation or an endorsement of these attorneys.  These parties are not affiliated with Pinnacle Strategies, Inc. or NYLIFE Securities LLC.  Choosing a third-party advisor is strictly the client's choice and responsibility.

 

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