Confidential Planning Offering you over 30 years experience in the 403(b) market.

Gregg A. Kidd
Managing Partner

Gregg A. Kidd founded Pinnacle Investments with Dan Raite in 1995. Their vision was to create a boutique financial services firm centering around the needs of clients.

Contact Gregg today at
greggkidd@cpcfs.com

Robert F. Cuculich, MBA
Gregg A. Kidd
Eric D. Krouse
Daniel P. Mody, CFP
Benjamin R. Quilty
Daniel F. Raite
Dario J. Vacco
Ryan W. York