Pinnacle Tax & Financial Services, LLC, is an independent firm specializing in financial strategies, wealth management, planning, and tax services. It was founded by David J. Purkey, CFP®, EA.
Independence is paramount in our minds because we believe that today's consumer is aware of the inherent conflict of interest many firms have in using proprietary products and services. Therefore, we have no ties to proprietary products.
Through our commitment to the highest standards of education, trust, and service, our mission is to help people pursue, protect, and preserve wealth so they can enjoy greater financial confidence and live a more joyful life.
Please take a moment to browse our Web site and feel free to check out any of the many useful Web links. If we can answer any questions about our individualized unique fee-based services, please e-mail, fax, call, or write us.