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Pinnacle Legacy Financial & Advisory

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About
Pinnacle Legacy Financial & Advisory provides professional mobile notary and tax preparation services throughout Metro Atlanta and across Georgia. We specialize in Power of Attorney notarizations, estate and legal document signings, affidavits, wills with self-proving affidavits, advance healthcare directives, and other high-priority documents, handled with precision, discretion, and exceptional professionalism. Our mobile notary services are designed for clients who value convenience and reliability. We travel to homes, offices, hospitals, and other agreed-upon locations, offering scheduled, on-site notarizations for individuals, families, attorneys, and professionals. In addition to notary services, we offer individual and small-business tax preparation, including W-2 and 1099 filings, self-employed and Schedule C returns, and prior-year tax filings. Every return is prepared with accuracy, integrity, and strict confidentiality. At Pinnacle Legacy, we deliver a seamless, elevated client experience from start to finish—The GOLD Standard in Notary & Tax Services.
Overview

Hired 3 times

1 employee

1 year in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Credit card, and Stripe.

Services offered
Work location

I travel to my customers

Projects and media
Projects and media
Reviews

Customers rated this pro highly for work quality, professionalism, and punctuality.

5.0

2 reviews

5

100%

4

0%

3

0%

2

0%

1

0%


pro avatar
Lisa W.

Oct 27, 2025

My experience with Pinnacle Legacy Financial & Advisory was amazing! Mrs.Polen was very professional and got me everything I needed in a timely matter! If you’re looking for someone who actually listen, cares, and get the job done right you found her! Thank you so much Mrs.Polen
pro avatar
Carolyn L.

Oct 24, 2025

Briana was awesome! She came prepared, showed up early and knew her stuff! Very professional and friendly
Pinnacle Legacy Financial & Advisory's reply
Thank you! It was a great meeting you!
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