BBB Accredited Business Profile

Pinnacle Financial Strategies

Pinnacle Financial Strategies

(713) 868-3333

Pinnacle Financial Strategies

20 years in business
1235 North Loop West Ste 717
Houston, TX 77008
Fax Numbers
  • (713) 868-2251
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 05/05/2010
Business Started: 01/01/1997
Business Started Locally: 01/01/1997
Type of Entity
Business Management
  • Ms. Kim Alexander, Director of Human Resources and Administration
  • Mr. Joe Gillen, CEO
Business Category
  • Financial Services
BBB accredited business



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 Reason for Ratings

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

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Pinnacle Financial Strategies

Pinnacle Financial Strategies


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