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Business Profile

Retirement Planning Services

Pinnacle Strategic Wealth, Inc
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(210) 549-4053Write a Review

About

Overview

Pinnacle Strategic Wealth, Inc

18618 Tuscany Stone Ste 200

San Antonio, TX 78258-3467

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BBB Accreditation & Rating

Pinnacle Strategic Wealth, Inc is BBB Accredited.

BBB accredited business seal

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

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

Pinnacle Strategic Wealth, Inc provides financial planning services, including retirement planning, income planning, insurance solutions, long-term care planning, Medicare guidance, and tax strategies. The company assists clients with developing comprehensive financial plans to address various aspects of retirement preparation.

BBB Accredited Since: 11/5/2019

Years in Business: 7

Products and Services

Enhanced Planning, Generational Vault, Income Planning, Insurance Solutions, Long-term Care, Medicare, Retirement Planning, Tax Strategies

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
10/23/2019
Business Started:
1/8/2019
Business Incorporated:
1/8/2019
Type of Entity:
Corporation
Business Management:
Mr. Kevin P. Gerbers, Director

Additional Contact Information

Principal Contacts
Mr. Kevin P. Gerbers, Director
Customer Contacts
Mr. Kevin P. Gerbers, Director
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.

Additional Information

Other Resources
Texas Department of Insurance
333 Guadalupe St
Austin TX 78701
Phone Number: (800) 252-3439
http://www.tdi.texas.gov
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]
Business Categories
Retirement Planning Services, Life Insurance, Fee Only Financial Advisor

Latest Reviews

  • JS

    "Great service with easy access to offices in REMOVED."

View all Reviews

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