Pinnacle Advisors has acquired Danuloff Financial Services, a financial planning firm based in Mansfield.
“At first, the idea of merging my independent practice with a larger firm gave me pause, but after meeting Keith Heichel and the Pinnacle team, I was impressed by the depth of expertise and resources they offer,” Rob Danuloff said. “Their comprehensive approach to financial planning, combined with cutting-edge technology, convinced me that this move would benefit my clients. I’ve always strived to provide the highest level of service, but with Pinnacle’s resources, I believe we can offer an even better experience.”
“Rob brings a wealth of knowledge and a deep connection to the Mansfield community, making him a perfect fit for our team,” said Keith Heichel, CEO of Pinnacle Advisors. “His background in accounting, along with his corporate experience at major firms like Accenture, Fidelity, and JP Morgan Chase, adds significant value to our firm.”
Pinnacle Advisors has locations in Ohio and Florida.
This article originally appeared on Mansfield News Journal: Pinnacle Advisors acquires Danuloff Financial Services
