Highland Trust Partners has formed a partnership with Pinnacle Bank to manage their investment division. Pinnacle Bank has been a locally owned, community bank since 1934 and has 16 branches across Northeast Georgia. Visit them at www.pinnaclebank.com.
As our client, this Integrated Financial Group alliance creates a myriad of benefits including:
• Objective recommendations and advice based solely on your best interests
• Education about the comprehensive financial planning process and how each decision may impact your goals
• Traditional business practices, paired with leading-edge technology, designed to provide you with outstanding service
The team at Highland Trust Partners LLC is proud to be part of a group with vast experience and an understanding of the important role we play in helping clients work towards their financial objectives. While each client works with a specific independent advisor, all clients benefit from the shared expertise of this consortium.
The Robust Resources of LPL Financial
The team at Highland Trust Partners is also supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with access to objective research and a comprehensive array of tools, resources and technology.
*As reported by Financial Planning magazine, June 1996–2020, based on total revenue.
Network of Professional Partners
We believe that proactive and open communication with your financial, tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure that your tax, estate and investment planning needs are aligned with your objectives.
- We’re happy to work with your attorney, tax advisor or other professionals to coordinate your strategies. For your convenience, we can also provide you with referrals to the outside professionals we work with on a regular basis.
- Our broad network of professional partners spans multiple disciplines—including accounting, legal, mortgage, banking, and property and casualty insurance—to provide you with access to the advice and guidance you require throughout the financial decision-making process.
Tax and legal services are not offered by LPL Financial or affiliated advisors.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.