Thomas J. Donahue, CFP^®

ChFC

President

The Pinnacle Financial Group

1805 Williams Rd, 1805 Williams Rd
MONROE, NC 28110

FINANCIAL ADVISOR'S WEBSITE

www.pfgnc.com

7042922920

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$25,000

General

Thomas Donahue is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Pinnacle Financial Group in MONROE, NC and the surrounding communities.

Financial Advisor Overview

The Pinnacle Financial Group is an independent wealth management firm in the Charlotte region that provides single-source wealth management and financial planning transition services. Our clients are successful professionals, business owners, physicians, and retirees, many of whom are at a critical juncture where they need to take action with specific planning decisions. Most often, this juncture involves the transition from their "working years" to their "retirement years."

Securities Registrations or Exam Qualifications

7, 24, 63, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - NASD Series 7, 65, NASD Series 6, 63

Insurance Licenses

Life insurance: NC, SC, WV, OH
Health/disability insurance: NC, SC, WV, OH
Fixed annuities: NC, SC, WV, OH
Variable annuities: NC, SC, WV, OH

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of CA,FL,GA,IL,IN,NC,NH,OH,SC,TX,VA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth