Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kevin Smythe (CRD# 3158809) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Morrisville, NC and has over 20 years of experience in the finance industry.
Benjamin Uysmith (CRD# 6155551) is an Investment Advisor Representative working at Axa Advisors, LLC in Research Triangle Park, NC and has over 3 years of experience in the finance industry.
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 25 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Charles West (CRD# 4432551) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.
Bradford Wilson (CRD# 2216648) is a Financial Advisor working at Edward Jones in Cary, NC and has over 10 years of experience in the finance industry. I have my Certified Financial Planner designation and am liscenced with series 7, 63, 66 and life & health Insurance.
John Adams (CRD# 5412830) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cary, NC and has over 9 years of experience in the finance industry. John Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.