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  1. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

    • Who We Serve

      Who We Serve - Pinnacle Bank Investment Services -...

    • Business Owners

      Business Owners - Pinnacle Bank Investment Services -...

    • Pre-Retirees

      Pre-Retirees - Pinnacle Bank Investment Services -...

    • Sudden Wealth

      Sudden Wealth - Pinnacle Bank Investment Services -...

    • Women Investors

      Women Investors - Pinnacle Bank Investment Services -...

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      Resources - Pinnacle Bank Investment Services - Scottsdale,...

    • Worthwhile

      15505 N. Scottsdale Rd Suite 190 Scottsdale, AZ 85254 T:...

    • Portfolio Management

      Portfolio Management - Pinnacle Bank Investment Services -...

  2. Contact me today to help develop an investment strategy that makes sense for you. LOCATION INFO: We are located on the second floor of 15210 N. Scottsdale Rd. in suite 270-C1A. Enter on the NW corner of the building, directly opposite the Buzz Eatery.

    • 15210 N Scottsdale Rd STE 270-C1A, 85254, AZ
    • (480) 836-1142
  3. Financial and Investment Management Advisors in Scottsdale. If you are located near Scottsdale, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning, to retirement planning and life-based event planning.

    • 14850 N. Scottsdale Road, Suite 365, 85254, AZ
  4. 14851 N Scottsdale Rd Ste 103. Scottsdale, AZ 85254. +1 (480) 444-3700. http://us.axa.com. Located in Scottsdale, Ariz., AXA Advisors is a financial investment advisor and provides personal financial and retirement planning services. It also operates AXA Financial, AXA Group and AXA Equitable.

    • 4235 Redwood Ave, Marina Del Rey, 90066, CA
    • (480) 444-3700
  5. As part of the planning process, we offer in-house wealth management services including investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions for individuals.

    • 17767 N. Scottsdale Rd., Suite 310, 85255, AZ
    • (480) 527-0505
  6. Visit Fidelity Investor Center at Shops at Zocallo Plaza, 15445 North Scottsdale Road Scottsdale, AZ for financial planning, wealth management, retirement, investment and brokerage services.

  7. Grant Williams is the Financial Adviser for Pinnacle Bank Investment Services covering the Scottsdale, Prescott and Flagstaff markets. He has 15 years of industry experience with a certification as a Certified Wealth Strategist.

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