James A. Mirabito, MBA Moves Wealth Management Practice To Pinnacle

June 25, 2013

 

Syracuse, New York – Pinnacle Investments, LLC is pleased to announce that James A. Mirabito, MBA has moved his wealth management practice to their Syracuse, NY office until Pinnacle’s Binghamton, NY area office is opened.

 

Mirabito has over 20 years experience in the Financial Services Industry and specializes in 401(k) and small business retirement plan design. In addition, his practice extends to IRA rollovers as well as designing and managing retirement income strategies. He works closely with CPAs and attorneys to develop cohesive tax and estate plans tailored to each client.

 

"It's a perfect fit for my business clients since Pinnacle offers all the capabilities they are accustomed to, but with a level of flexibility they never had before” said Mirabito. "This enables me to better meet their needs. I’m so excited about finally being able to work with those individuals and business owners I've previously had to turn away due to the layers of bureaucracy and rigidity so common in the global bank world" said Mirabito.

 

"We’re very pleased to have Jim join us" said Chief Executive Officer, Eric Krouse. "Jim and his practice are a welcome addition to the growing ranks of financial professionals coming to Pinnacle. You know Jim's move comes just one week after we were honored by being ranked the #1 "Best Places to Work" in Central New York based on independent research by Research Marketing Strategies ("RMS")." said Krouse. "I guess the secret is out".

 

Mirabito holds the series 7, 65, 63 and NY State insurance licenses. He received his undergraduate degree from Syracuse University, a Masters degree from the Rochester Institute of Technology (RIT) and an MBA from SUNY Binghamton.

 

See All News