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Pinecrest Consulting

Dallas, United States (US) · Business Services

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Data quality

Complete · Accuracy

Last verified

Jun 2026

Overview

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.

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Contact Details

sales@PinecrestConsulting.com

Dallas, United States (US)

Founded

2019

Employees

50-100

Keywords

#Employee Benefits

#Medical Benefits

#ERTC

#Health Insurance

#SMB Consulting

#Financial Services

#Tax Credits

#Insurance Brokerage

#Automation

#Process Automation

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