Pinnacle Investment Services

Today’s financial world is complex. At Pinnacle Bank, we understand this and want to provide you every resource possible to give you financial peace of mind. We are proud to announce our partnership with DeHollander & Janse Financial Group, an independent, full-service financial firm headquartered in Greenville, S.C.

 

In today’s world, a sound financial plan involves intelligent investing, minimizing taxes and planning your distribution strategy. As the preferred financial partner of Pinnacle Bank, DeHollander and Janse Financial Group focuses on growing protecting and managing your wealth as CERTIFIED FINANCIAL PLANNERTM professionals and Investment Advisor Representatives of Commonwealth Financial Network.

 

DeHollander & Janse Financial Group’s client-first philosophy dictates a discipline of getting to know you. They look at a customer’s entire financial life and create a personalized plan customized to their specific needs. DeHollander and Janse Financial Group provides the following services to their clients:

 

- Wealth Management
- Tax Strategy
- Retirement Planning
- Insurance Planning
- Business Planning
- Estate Planning

 

DeHollander and Janse Financial Group also offers the following products to serve our clients:

Annuities

- Fixed
- Variable
- Immediate

Investment

- Stocks
- Bonds
- Mutual funds
- Exchange traded funds

Trust Services

- Franklin Templeton
- Fidelity Personal Trust
- Advisory Trust
- Wealth Advisor Trust

Insurance

- Life
- Disability
- Long term care

Individual Retirement Accounts

- Traditional
- Roth

Business Retirement Plans

- 401(k)
- 403 (b)
- Simple IRA
- Defined Benefit, SEP

The key to financial success is taking action. It’s not enough to develop an effective plan. You have to implement. Visit us online to learn more about DeHollander & Janse Financial Group can help you make these important financial decisions or reach us at (864)-770-0220.

 

 

Investments offered by DeHollander & Janse Financial Group are not insured by the FDIC; are not insured by any federal government agency; are not a deposit or other obligation of, or guaranteed by, Pinnacle Bank; and are subject to investment risks; including possible loss of the principal amount invested.

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Pinnacle Bank wants you to ask President and CEO David Barnett your banking questions.