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Pinecrest Consulting
Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses. Our team of experienced insurance experts, finance strategists, and consultants has helped helped over 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve efficiency and profitability.
Purpose
Pinecrest's mission is to provide enterprise-grade consulting services to small and midsize businesses, enabling them to achieve benefits and value that would typically require the resources and expertise of much larger organizations. We help them navigate the complex financial and legal world of tax credits, improve their employee healthcare coverage and rates, and identify and implement new processes and technologies to drive innovation.
Vision
Pinecrest's vision is to become the premier consulting partner to small and midsize businesses.
Additional Culture Details
Pinecrest Consulting (and its insurance brand, Innovative Benefits), believes that how we treat our employees is how they'll treat our clients. We strengthen our office culture by finding ways to bring employees and leaders together through a variety of fun activities and venues: a fully stocked break room with snacks and drinks, multiple catered meals per week, and lounge areas with couches, massage chairs, and TVs with various video game consoles. Emplyoees can often be found engaging in Nerf gun fights around the office, having putting matches, or throwing footballs.
We are a family-focused company and offer unique activities for families: our office includes a kids' room with snacks, drinks, and games, and we enjoy hosting family-focused activities.
We also offer an unlimited time off policy, allowing employees to take whatever time they need for holidays, personal time, family, etc.
We take leadership development very seriously. We publish information on what can be expected of managers/leaders and the specific competencies required to advance to each level of management to help employees feel a sense of career trajectory.
We also run regular surveys, both non-anonymous and anonymous, to ensure we always have our fingers on the pulse of employee engagement and satisfaction.
We are a family-focused company and offer unique activities for families: our office includes a kids' room with snacks, drinks, and games, and we enjoy hosting family-focused activities.
We also offer an unlimited time off policy, allowing employees to take whatever time they need for holidays, personal time, family, etc.
We take leadership development very seriously. We publish information on what can be expected of managers/leaders and the specific competencies required to advance to each level of management to help employees feel a sense of career trajectory.
We also run regular surveys, both non-anonymous and anonymous, to ensure we always have our fingers on the pulse of employee engagement and satisfaction.
Values
- Excellence
- At Pinecrest, excellence is not just a goal, but a standard we strive to achieve in everything we do.
Headquarters
Dallas, TX
Employees
83 US Employees
Industry
Financial Services & Insurance - Other
Recent Awards
2025
2024
2023
Company Snapshots
