BBB Business Review

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BBB Accredited Business since

Pinnacle Financial Strategies

Phone: (713) 868-3333 Fax: (713) 868-2251 1235 North Loop West Ste 717, Houston, TX 77008 View Additional Web Addresses

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Pinnacle Financial Strategies is a leading provider of products and services that help community banks and credit unions grow their market share and improve bottom-line profitability. For over 14 years more than 1,000 local banks and credit unions nationwide have turned to Pinnacle to provide mystery shopping services, overdraft privilege services and reward checking products. Pinnacle’s mystery shopping service helps community banks and credit unions get in touch with the “true” service reality in their institution. By conducting comprehensive and ongoing mystery shopping a bank or credit union can enhance their sales and service effectiveness and improve their customer satisfaction. And with Pinnacle’s close attention to shopper recruitment, emphasis on quality control and innovative web-based reporting system institutions are assured a best-in-class approach to improving the customer experience.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Pinnacle Financial Strategies meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Pinnacle Financial Strategies include:

  • Length of time business has been operating
  • Complaint volume filed with BBB for business of this size
  • Response to 1 complaint(s) filed against business
  • Resolution of complaint(s) filed against business

Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 1
Total Closed Complaints 1

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Pinnacle Financial Strategies
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: May 05, 2010 Business started: 01/01/1997 in TX Business started locally: 01/01/1997
Type of Entity


Business Management
Ms. Kim Alexander, Director of Human Resources and Administration Mr. Joe Gillen, CEO
Contact Information
Principal: Ms. Kim Alexander, Director of Human Resources and Administration
Principal: Mr. Joe Gillen, CEO
Business Category



BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.