Weber Vandergriff Group - UBS Financial Services Inc.

Pinnacle Financial is a trusted finance and financial advising firm serving Lake Oswego, OR, dedicated to helping clients achieve their financial goals. As experienced financial planners, the team specializes in comprehensive investment services tailored to meet individual needs and objectives. The firm offers expert guidance in retirement planning, ensuring clients can enjoy their golden years with confidence and financial security. Their estate planning services help protect assets and ensure wealth is transferred according to client wishes. Pinnacle Financial also provides strategic wealth planning solutions designed to grow and preserve financial resources across generations.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.