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PINECREST CONSULTING

Group Health Insurance | Finance & Tax | Strategic Advisory | Artificial Intelligence & Automation

PRACTICE AREAS

OUR SERVICES

FINANCE & TAX

We leverage a nationwide network of carriers to customize health plans, reduce premiums, and offer end-to-end plan administration services and integrations.

We offer financial and tax consulting services and partner with a network of CPAs and top-rated tax attorneys to help navigate complex issues surrounding tax credits.

STRATEGIC ADVISORY

AI & AUTOMATION

We advise companies across industries on orchestration among people, processes, technology, and data to foster growth and efficiency.

We advise on and build custom applications leveraging AI and advanced automation to streamline operations and reduce error.

OUR VISION

ABOUT US

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 more than 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve their efficiency and profitability.

Proudly selected by The Dallas Morning News as a Top Workplace for 2023: #7 Among Small Businesses (50-150)

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ATTORNEYS

LEADERSHIP TEAM

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LIOR GOLDSTEIN

CEO

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STEVEN ROSSON

PRESIDENT & COO

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RIVKA SIMON

VP OF PEOPLE & HR

CONTACT

CONTACT US

OUR OFFICE

18111 Preston Rd. Suite 610

Dallas, USA 75252

​Email: contact@pinecrestconsulting.com

Tel: 469-918-0053

For any inquiries, please fill in the following contact form:

Thank You!

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