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Oct 12, 2016 9:13 EDT

Pinnacle Holdings LLC is a holding company that owns niche financial and legal document preparation businesses in urban areas of Massachusetts

iCrowdNewswire - Oct 12, 2016

Pinnacle Holdings LLC

Lawrence, MA 01840, US
Financial Services

Pinnacle Holdings LLC (“PH”) is a holding company that owns niche financial and legal document preparation businesses in urban areas of Massachusetts. We currently operate Pinnacle Immigration LLC at 225 Essex Street, Lawrence, MA and Pinnacle Financial Consulting LLC at 170 Common Street, Lawrence, MA. The company is expanding to four (4) additional storefront locations in Worcester, MA; Jamaica Plain, MA; Springfield, MA; and Malden, MA. The primary focus of our business is to provide state of the art financial and legal document preparation and consulting services at a reasonable market rate. Our target clientele are lower to middle income individuals and families in urban to semi-urban communities. Most of our clients are first generation immigrants from Latin America and the Caribbean and now have made the United States their home. Since 2004, Pinnacle has provided a niche financial and legal document preparation service to this booming population. Our clientele has historically been excluded from the legal and financial services sector primarily because of the high costs of ample services offered by attorneys and commissioned based financial advisors. What Pinnacle has provided is high quality, non-attorney services that allow our clientele to have access to various courts of law and financial products that vastly improve their lives.

Our mission is to limit the cost factor in our prospective client’s decision on seeking adequate financial and legal document preparation services by offering high quality consulting services at a fraction of today’s market prices. At Pinnacle, we share many ideologies of our clients but non more common than the American Dream. The belief that if given ample opportunity; inherently man will thrive and evolve to a higher level of existence.

Products / Services

Immigration Document Preparation

Alien’s Change of Address Card;
Application to Replace Permanent Resident Card;
Petition for Alien RelativeApplication for Travel Document;
Affidavit of Support;
Application to Register Permanent Residence or Adjust Status;
Application to Extend/Change Nonimmigrant Status;
Application for Employment Authorization;
Application for Temporary Protected Status;
Petition by Entrepreneur to Remove Conditions;
Contract Between Sponsor and Household Member;
Application for Naturalization;
Application for Replacement Naturalization/Citizenship Document;
Application for Certificate of Citizenship.

Income Tax

Pinnacle offers income tax preparation services as well as audit consulting services to clients. We work with small business and individuals and assist them Offers in Compromise, Audit Preparation; Amendments; Profit and Loss Statements and Settlement Agreements with state and federal taxing agencies.

Home Loan Modifications

A loan modification is when the lender of the note modifies the existing mortgage to make it more affordable. The interest rate, term, balance, and late fees may be modified by the lender. This is often the right choice for borrowers looking to avoid foreclosure or lower their payment, if the value of their home is distressed.

Bankruptcy Petition Preparation

The primary reasons for filing personal bankruptcy are unforeseen medical expenses, excessive credit card debt, loss of employment, and divorce. Needless to say many of these events create not only financial difficulty but also a tremendous amount of disruption and distress in and of themselves. Chapter 7 and Chapter 13 are the two main chapters under which individuals can file personal bankruptcy. Chapter 7 bankruptcy is a liquidation of assets while Chapter 13 bankruptcy is reorganization where the debtor creates a three to five year payment plan

Legal Document Preparation

Pinnacle provides the following list of Legal Document Preparation services:

Debt Settlement and Negotiation Services with Creditors (Pre and Post Bankruptcy);
Non- Profit Corporation;
Divorce with Children;
Divorce without Children;
Name Change;
Estate Planning;
Living Trust;
Partnership Agreement;
Lease Agreements;
Small Claims Complaints and Answers;
Promissory Notes;
and various other commonly used legal documents.



Managing Director Operating Officer
Robert Burton

Robert Burton is the Chief Executive Officer and Managing Director of Pinnacle Holdings LLC. He is a graduate of Stony Brook University where he earned his Bachelor of Arts in Political Science in 2000. Robert worked at 2 prominent Wall Street firms before starting law school in 2002. He is a 2005 graduate of the Massachusetts School of Law at Andover. After law school, Robert worked for Foley Hoag LLP, a law firm in Boston, and Deutsche Bank, the fifth largest investment bank in the world. Robert currently holds the Chartered Wealth Manager designation and is pursuing his Chartered Financial Consultant designation.


Prior Year Revenue Current Year Revenue Next Year Revenue


Company Age Employees Sub-Industry
12 years, 3 months 8 Other Financial Services


Company Type Stock Exchange Stock Symbol
Contact Information:

Robert Burton

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