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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.
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Purpose

Pinecrest's mission is to provide enterprise-grade insurance coverage, benefits administration, and financial 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 impl... Read more
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Vision

Pinecrest's vision is to be the premier consulting partner to small and midsize businesses. We do so by starting from a people-focused mentality, both
internally and externally. We believe that a company should act as a community, partnering together for the benefit of each other and our clients. We
are the epitome of a work-hard-play-hard culture.... Read more
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Additional Culture Details

At Pinecrest, everything starts with our people. We place tremendous emphasis on office culture by offering a fully stocked break room with snacks and
drinks, multiple catered meals per week, and various lounge areas for employees that include couches, massage chairs, and 4 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.... Read more
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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

  • 2024

  • 2023

Company Snapshots

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