Prime Wealth Group w/ Pinnacle Investments LLC

Adam is one of the most detailed, efficient planners in the business I know. Adam takes pride and genuinely has the individuals best interest at heart. I would recommend him to anyone I know with confidence he will take great care of them.

Prime Wealth Group made it easy and seemless to put together my trust for my family. I originally went to Drea Coladarci off of a friend's recommendation when I needed wealth management. Drea made it seemless to continue my growth for retirement by setting up an investment plan that made sense especially in the current market. I feel comfortable that I can sustain this moving forward and retire with ease. Drea created this for me through her knowledge and integrity, but what was a pleasant surprise was their recent partnership with law teams to complete the structure and finalizing of my trust. I also have comfort knowing that my trust is complete and can be... read full review

Talking to Adam and seeing our retirement numbers with and without early investing made all the difference in the way I look at saving now. Being a teacher, I’m glad to have investments outside of the school system in case I ever decide to change career paths. Thank you!