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Terms of Use

Effective date: October 21, 2026

These Terms of Use govern your use of pinnacleinnovativefinancialservices.com (the “Site”), which is operated by Pinnacle Group Holdings, LLC, doing business as Pinnacle Innovative Financial Services, LLC (“PIFS,” “we,” “us,” or “our”). By using the Site, you agree to these terms. If you do not agree, please do not use the Site.

Contents

About the Site

PIFS is the parent company of The Pinnacle Group, ClientGen, RIA VA Solutions, and Finspire Creative. The Site describes those companies and helps visitors get in touch with the right team. Each subsidiary operates its own website, and its own terms and policies apply there.

Information only, not advice

The content on the Site is provided for general information. It is not legal, tax, investment, insurance, or financial advice, and it is not an offer or solicitation to buy or sell any security, insurance product, or annuity in any jurisdiction where such an offer would be unlawful. Using the Site or sending us a message does not create an advisory, client, or fiduciary relationship with PIFS or any of our subsidiaries.

Insurance and securities products are offered only through licensed professionals and the appropriate subsidiary or firm, and only after a separate agreement or application. Please talk with a qualified professional before making financial decisions.

Using the Site

You may use the Site only for lawful purposes. You agree not to:

  • interfere with or disrupt the Site, its servers, or its security features;
  • use automated tools to scrape, copy, or overload the Site without our written permission;
  • submit false, misleading, or unlawful information through the contact form; or
  • try to gain unauthorized access to any part of the Site or its related systems.

Contact form submissions

When you contact us through the Site, we handle your information as described in our Privacy Policy. Please do not send Social Security numbers, financial account numbers, medical information, or other detailed sensitive information through the contact form or by email.

Intellectual property

The Site, including its text, graphics, logos, and design, is owned by PIFS, our subsidiaries, or our licensors, and is protected by copyright, trademark, and other laws. The names and logos of PIFS, The Pinnacle Group, ClientGen, RIA VA Solutions, and Finspire Creative are trademarks of their respective owners. You may view and print pages of the Site for your own business use. You may not copy, modify, distribute, or reuse Site content for any other purpose without our written permission.

Links to other websites

The Site links to websites operated by our subsidiaries and other companies. We do not control those websites and are not responsible for their content, products, or practices. A link is not an endorsement.

Disclaimer of warranties

The Site is provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee that the Site will be uninterrupted, secure, or free of errors, or that its content is complete or current.

Limitation of liability

To the fullest extent permitted by law, PIFS and our subsidiaries, owners, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits or data, arising from your use of or inability to use the Site. Nothing in these terms limits liability that cannot be limited by law.

Governing law

These terms are governed by the laws of the State of Florida, without regard to its conflict of law rules. Any dispute arising from your use of the Site will be brought in the state or federal courts located in Duval County, Florida, and you consent to the jurisdiction of those courts.

Changes to these terms

We may update these terms from time to time. The updated terms take effect when we post them on this page, and the effective date at the top will change. Your continued use of the Site after that means you accept the updated terms.

Contact us

If you have questions about these terms, contact us:

Pinnacle Innovative Financial Services
Attn: Privacy
12724 Gran Bay Parkway
Building 1, Suite 150
Jacksonville, FL 32258
Toll-free: (800) 356-1167
Email: info@pinnacleifs.com