Pinnacle Insurance & Financial Services, LLC

  • Insurance
  • Financial Planning
311 B Ave, Suite Q
Lake Oswego, OR 97034
(503) 635-3714

  • About

    I Can Help You Achieve Financial Security

    You already know how important it is to have auto and home insurance, but insurance is only one part of financial security. The good news is I can help you with your insurance needs and help you plan for your financial future.

    We can work together to create a tangible plan that suits your unique situation. Maybe we start by covering some immediate insurance needs or checking to see if you are on target for your retirement goals. No matter where you're starting from, we'll end with a plan that balances your need to protect what you have and your desire to build for the future.

    Please feel free to contact me directly by phone or by completing the Contact Me form on my site. I look forward to learning about your needs and helping you and your family achieve financial security

  • Whom to Contact

    • Bob Lumm
      Phone: (503) 635-3714
      Fax: (503) 636-0099
    • Patti Lumm
      Phone: (503) 635-3714
      Fax: (503) 636-0099
      Send an Email