Vic Conrad
CFP, ChFC, AIF Pinnacle Financial Strategies, LLC
About
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.
Everyone’s situation is different and I treat them as such.
One thing that remains constant is my willingness to get the job done.
Think of it this way…I’m the driver and you’re the co-pilot. I’ll drive the car and you’ll tell me the route you want to take (high-speed, slower, scenic route, etc.) and I’ll help you get where you want to go with your money.
Throughout my career, my greatest accomplishment happens every time a client says “thank you.”
The satisfaction I get from knowing I’ve helped demystify and appropriately handle a person’s finances is unmatched.
Financial planning requires you to face the facts, put a plan in place, monitor the progress, make adjustments as necessary, and always be honest in your thinking.
In accordance with the Investment Advisers Act of 1940 (Act), testimonials are strictly prohibited on the grounds that they are likely to create a deceptive or mistaken inference that all of an advisor’s clients or investors typically experience the same favorable results as the person providing the testimonial.
As an Investment Advisor Representative (IAR) of a Registered Investment Advisor (RIA) that is governed by this Act, I am prohibited from accepting or posting any testimonials.
Specialties: This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, MO, NC, NV, NY, OH, PA, RI, SC, TX, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Office address: 6600 Brooktree Court, Suite 2600, Wexford, PA 15090 Office phone: 724-940-4333
Securities and advisory services offered through Commonwealth Financial Network member http://www.finra.org / http://www.sipc.org, a registered investment adviser.
Please see our Terms of Use here: http://www.commonwealth.com/termsofuse.html