About Us

In 2007, Jim Ludwick became President and CEO of Pinnacle Insurance & Financial Services. His vision has created a marketing distribution firm based on a foundation of integrity, exceptional talent in management and provides unmatched value to all our distribution channels. In 2012, Pinnacle was named one of the countryís fastest growing companies by Inc. magazine. Pinnacle has also been named to Jacksonville Business Journalís list of Fastest Growing Companies for two consecutive years.

We have developed a culture where the financial professional is our customer, and our highly experienced staff is committed to serving as your financial services partner.

Pinnacle's goal is to offer financial professionals the ability to provide specialized strategies and solutions to their clients--affluent individuals, entrepreneurs, and corporate executives.

With Pinnacle as your partner, you can be assured that we will deliver the finest products and expertise available in the marketplace while providing an industry best experience in processing case submissions.

Pinnacle: "Your Choice For A Changing World"

Pinnacle Principles

We are committed to our innovative services and processes to exceed the expectations of clients while being recognized for our reputation of having impeccable integrity.

We target critical market segments and distribution channels where we will be the leading firm of choice providing a superior portfolio of products, knowledge and unmatched expertise.

We are in the relentless pursuit of excellence for our clients and partners.