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Pinnacle Legacy Financial & Advisory

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Scheduling
About
I specialize in delivering a flawless, high-end signing experience for lenders, title companies, and signing services. My approach combines precision, communication, and professionalism to ensure every signing is completed accurately, on time, and with an exceptional client experience. What I Provide • Buyer & Seller Packages • Refinance, HELOC, Loan Modifications • Power of Attorney & Estate Documents • Witness-Only Signings • General & Mobile Notarizations • Hospital / Assisted Living / Jail Signings • Same-day & After-hours availability Commercial Real Estate Closings • Hard Money / Private Lender Loan Signings • Reverse Mortgage Applications & Closings • Debt Settlement / Structured Settlement Signings • Auto Loan & Title Transfer Notarizations • I-9 Employment Verification (Authorized Representative) • Apostille Facilitation (Document Authentication Support) • Trust Certification & Living Trust Packages • Adoption & Guardianship Documents • Divorce & Family Court Documents • VIN Verification (if applicable in your state) • Inspection Services (Residential, Business, or Field Inspections) • Courier & Document Retrieval Services • On-Site Business Notarizations for HR / Corporate Offices
Overview

Hired 3 times

1 employee

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, and Credit card.

Services offered
Work location

I travel to my customers

Projects and media
Projects and media
Reviews

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

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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