We have more than 43 years of experience in the financial services industry. Whether you face challenging tax-planning issues, need to organize the succession of your estate, plan for a comfortable retirement or fund your children’s education, our team of financial professionals is capable of handling your financial needs. The Pinnacle Group was established in 1985 by Carl Mahler. Carl is affiliated with Raymond James Financial Services, one of the nation’s premier independent brokerage firms, and for the past several years he has been named to Raymond James’ Chairman’s Council* in recognition of outstanding client service and exemplary professional growth.

Through Raymond James, the team offers comprehensive wealth management to all of their clients, helping to provide them financial independence and enabling them to spend more time doing the things they enjoy. With our experience, knowledge and service, we are committed to helping you reach your goals … all while exceeding your expectations and maintaining the highest level of integrity.