General Privacy Statement
We respect your privacy and the confidential nature of the information that we gather during the course of our relationship with you. This Online Privacy Policy describes our policy regarding information received about you during visits to the Website.

Privacy Policy
Pinnacle Financial Group, Inc. d/b/a Pinnacle Financial Group ("PFG") is committed to respecting the individual rights of our customers. We are providing this Privacy Policy to inform you of how we collect, use and protect your information. Please read the entire Privacy Policy by simply scrolling through the document.

Why We Collect Customer Information
We collect customer information to identify you, confirm facts about you, deliver financial products and services to you, and help us assess requests for financial products and services.

Customer Information We Collect
We get customer information from a variety of sources such as:
  • Information we receive from you on applications and other forms including name, address, social security number, assets, and income.
  • Information about your transactions with us, such as account balances and payment history.
  • Information obtained when verifying the information, you provide on an application or other forms, such as current or past employers, or from other institutions where you conduct financial transactions.
  • Information we receive from consumer reporting agencies such as creditworthiness and credit history.
  • Information obtained from non-affiliated third parties about your transactions with them.

We currently do not share NPI Info about you to the following types of affiliates and non-affiliated third parties, subject to the restrictions Below:
  • Non-affiliated financial service providers, such as banks, financial institutions, credit card issuers, insurance companies, and insurance agents.
  • Non-affiliated non-financial companies, such as manufacturers, motor vehicle dealers, retailers, direct marketers, telecommunications companies, airlines, and publishers.
  • PFG's affiliated companies, which is a group of companies related to us by common control or ownership.

We may share the same kinds of information as described above about our former customers with the same types of affiliates and third parties as described above, as permitted or required by law. We may also share non-public personal information about current and former customers with affiliates and non-affiliated third parties as permitted or required by law.


Contact Us

Pinnacle Financial Group, LLC
2101 Gaither Rd., Suite 330
Rockville, MD 20850