Products and Services

Our wealth management financial advisors are trained to deploy a combination of products and services designed to maximize your wealth and help provide financial security.

Estate Planning

Managed Asset Programs 

Mutual Funds

Variable Annuities

Insurance

  • Long Term Care
  • Fixed Annuities
  • Life Real Estate

Equities

Fixed Income Strategies

Tax Free Municipal Bonds

Corporate Bonds

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Securities Offered Through American Portfolios Financial Services, Inc.(APFS). Member of FINRA/SIPC. Investment Advisory Products & Services Offered Through American Portfolios Advisors Inc.(APAI) an SEC Registered Investment Advisor. Pinnacle Taxx Advisors is not affiliated with APFS and APAI.