Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Retirement Planning Services

Pinnacle Plan Design, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(520) 618-1305Write a Review

About

Overview

Pinnacle Plan Design, LLC

1985 E River Rd Ste 111

Tucson, AZ 85718-7175

View Service Area

Find a Location

Pinnacle Plan Design, LLC has 3 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accreditation & Rating

    Pinnacle Plan Design, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    Join Trusted Businesses

    Become BBB Accredited

    About This Business

    Pinnacle Plan Design, LLC specializes in the design and administration of qualified retirement plans. We design and administer traditional defined benefit, cash balance, 401(k), profit sharing, and money purchase plans.

    BBB Accredited Since: 12/13/2010

    Years in Business: 25

    Products and Services

    Design & Administration of Qualified Retirement Plans

    Business Details

    Local BBB:
    BBB Serving Southern Arizona
    BBB File Opened:
    12/14/2010
    Business Started:
    1/1/2001
    Business Incorporated:
    12/20/2005
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Ms. Amanda Iverson, Administrator
    Ms. Stephanie Terry, Member

    Additional Contact Information

    Principal Contacts
    Ms. Stephanie Terry, Member
    Customer Contacts
    Ms. Amanda Iverson, Administrator
    Fax numbers
    Primary Fax: (520) 618-1306
    Additional Phone Numbers
    Other Phone: (602) 792-5982
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 9106 for this business, issued by Arizona State Board of Accountancy

    Arizona State Board of Accountancy

    100 N 15th Ave STE 165

    Phoenix AZ 85007

    602-3640804

    Additional Information

    Other Resources
    Arizona Department of Insurance
    2910 N 44th St Ste 210
    Phoenix AZ 85018
    Phone Number: (800) 325-2548
    https://insurance.az.gov
    AZ Corporation Commission - Securities
    1300 W Washington
    Phoenix AZ 85007
    Phone Number: (866) 837-4399
    www.cc.state.az.us/Divisions/Securities
    [email protected]
    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Compliance Consulting, Actuary

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.