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Welcome to Pinnacle Advisors

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

My name is Daniel M. Polizzano and I am the President of Pinnacle Advisors, Wealth Management Planning LLC. I have been a resident of New Jersey for the past 41 years. I began my career in the financial services business with Shearson Lehman Hutton in 1989. Apart from the 4 years I spent at Paine Webber in Manhattan, most of those years were spent with Smith Barney and its predecessor firms. During the past 20 plus years it has been my pleasure to serve the financial needs of clients located within the New York metropolitan areas .Helping clients and their families plan for and manage their financial lives is essential in helping them achieve what’s really important; the quality of life they want for themselves and their families.

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Your Road-Map To Endless Horizons

At Pinnacle Advisors our clients’ needs and goals are at the center of our practice. The focus is always on you, the client. We provide comprehensive financial planning that focuses in on retirement, estate and investment planning. We provide a complete suite of financial solutions including customized investment plans, life insurance programs, Long Term Care options and disability insurance. You have sacrificed a lot to get where you are today, our goal is to help you protect what you’ve achieved and to plan for what you still want to accomplish.

This might be the right time to evaluate your current financial plan. Let’s meet and discuss your needs and goals and how we at Pinnacle Advisors can be of assistance. So call us today for a complimentary financial review …. We live in a world where careful planning is critical!

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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