Creative Solutions for the Financial Services Industry

Creative Solutions for the Financial Services Industry

The Western Branch of The Pinnacle Group

When Tom Sellin founded the Sellin Advisor Group in 1983, he did so with a vision of mutually supportive independent producers coming together on a regular basis to share new ideas and successful business practices.

When Tom Sellin founded the Sellin Advisor Group in 1983, he did so with a vision of mutually supportive independent producers coming together on a regular basis to share new ideas and successful business practices.

It’s with that goal in mind that we decided to partner with The Pinnacle Group in 2018, serving as the company’s Western branch. A creative strategy and marketing firm specializing in revenue growth for the financial services industry, The Pinnacle Group’s core values strongly align with our own—and that, in turn, strongly fueled our desire to partner with them.

It’s with that goal in mind that we decided to partner with The Pinnacle Group in 2018, serving as the company’s Western branch. A creative strategy and marketing firm specializing in revenue growth for the financial services industry, The Pinnacle Group’s core values strongly align with our own—and that, in turn, strongly fueled our desire to partner with them.

This partnership allows us to better provide our advisors with a wider range of tools and resources that can be used to help further clients’ financial goals. From a marketing team to a robust Practice Management Portal, to an experienced advanced planning team, these benefits will help enhance the services our advisors can provide while still allowing them to work directly with the Sellin Advisor Group. Through all of this, Tom and John remain at the forefront of everything the Sellin Advisor Group does and continue in their quest of developing innovative and creative planning strategies.

This partnership allows us to better provide our advisors with a wider range of tools and resources that can be used to help further clients’ financial goals. From a marketing team to a robust Practice Management Portal, to an experienced advanced planning team, these benefits will help enhance the services our advisors can provide while still allowing them to work directly with the Sellin Advisor Group. Through all of this, Tom and John remain at the forefront of everything the Sellin Advisor Group does and continue in their quest of developing innovative and creative planning strategies.

LET'S TALK

(208) 939-6641 | (800) 423-3113 (Toll Free) | john.sellin@pinnacleifs.com | 1036 Eagle Iron Dr. Ste. 100, Eagle, ID 83616