Financial Services since 1980
Investment Advisory Services
Retirement Income Planning
Estate Planning
Insurance, Life,LTC,DI
Income Tax Preparation and Planning
Keywords: retirement income planning, wealth transfer, income tax services
Interview Q&A
How long have you been in business?
Craig H. Cantara CFS, BCS, BCE has been in the Investment Advisory business since 1980.
What is your primary product or service?
As a student of the Modern Portfolio Theory, my focus is on Asset Allocation, and risk management for primarily retired clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Craig has several licenses, Series 6,7,54,62,64 and is Board Certified in Estate Planning, Securities Analysis and Mutual Fund Analysis.
How do you differentiate yourself from other businesses in your category and area?
We strive to educate our clients using ongoing workshops and webinars. On a weekly basis, we keep our clients apprised of any new industry information, and market trends utilizing the very latest in technology.
Craig has written the forward to a book published by McGraw Hill - "The Art of Investing and Portfolio Management." Each potential client is given a copy of this book which is Pinnacle Investment's method of investing.
How many locations do you have and do you have plans to expand?
Pinnacle Investments has clients from Maine to Florida, Colorado and California.
Which areas do you service?
401K rollovers and Retirement plans are our main focus. Estate Planning and life Insurance round out the plans. We also have strategies that are tax sensitive for investors with tax issues.
Who owns your company or runs daily operations?
Craig H. Cantara CFS, BCS, BCE is the owner. Elizabeth Ann Cantara is the Director of Operations and the Tax Planner.