PA Yellow Pages > Wexford
6600 Brooktree Road Suite 2600
Wexford, PA (Pennsylvania) 15090-6707
(724) 940-4333 (Primary Phone)



Business Details
11 years
Since 2004
James Conrad (Owner)
Products: Pension Plans
Services: College Planning, College Saving, Commercial Accounting, Commercial Services, Compensation, Employee Retirement, Personal Accounting, Personal Services, Portfolio Planning, Stock Options, Term Care
Specialties: Investment Planning, Retirement Planning
Certifications: Certified, Chartered Financial Consultant, Insured
Credit Rating: Good
Sales Volume: 500K
Employee Size Range: 5-9
Franchise/Chain: Standalone
Number of PC's: 2-9
Square Footage: 0-2499
Fortune 500: No


Additional Categories
Pinnacle Financial Strategies is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Accountants Certified Public Cpa
  • Financial Planning Consultants & Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
  • Offices Of Certified Public Accountants > Accountants & Services > Accountants Certified Public
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services
  • Accounting, Auditing, And Bookkeeping Services > Accountants & Services > Accountants Certified Public
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