Premier Tax & Wealth Advisors

Accounting for Legal Practices · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

1330 Sullivan Ave, South Windsor, Connec...

Phone Number

(860) 872-6866

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Premier Tax & Wealth Advisors

Premier Tax & Wealth Advisors, led by Cathy Pinard, CPA, is an independent financial services firm based in South Windsor, CT, specializing in comprehensive financial planning, tax preparation, and investment management. The firm aims to provide holistic financial advice that helps clients navigate various life stages, from accumulation to wealth transfer, while minimizing tax liabilities. Their services are designed for individuals seeking to make informed financial decisions and achieve their personal financial goals. With a focus on simplifying complex financial matters, they strive to empower clients to take control of their financial futures.Explore more
Popular SearchesPremier Tax & Wealth AdvisorsPinard Cathy WBroadridge Financial Solutions IncPremier Wealth AdvisorsBroadridge Investor Communication Solutions IncSIC Code 87,872NAICS Code 54,541Show more

Premier Tax & Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Premier Tax & Wealth Advi...

<$5M
1-10
Private
-
-
CP
Cathy PinardCpa Wealth Advisor
<$5M
1-10
Private
<$5M
-
DK
Dawn KozlowskiOffice Manager
<$5M
1-10
Private
-
1993
SH
Stephen HillFounder & President
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
2009
DC
Dariusz CaputaPresident, CPA, MSA
<$5M
1-10
Private
<$5M
1999
MS
Maya SimsContractor CPA T
<$5M
1-10
Private
-
1987
LB
Lacey BargerCPA, Securities Advisor, and Insurance Licensee
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Premier Tax & Wealth Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Premier Tax & Wealth Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Premier Tax & Wealth Advisors.

Premier Tax & Wealth Advisors Tech Stack

A closer look at the technologies used by Premier Tax & Wealth Advisors

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Premier Tax & Wealth Advisors

What is Premier Tax & Wealth Advisors's official website?
Premier Tax & Wealth Advisors's official website is www.premiertaxwealth.com
What is Premier Tax & Wealth Advisors's Revenue?
Premier Tax & Wealth Advisors's revenue is <$5 Million
What is Premier Tax & Wealth Advisors's SIC code?
Premier Tax & Wealth Advisors's SIC: 87,872
What is Premier Tax & Wealth Advisors's NAICS code?
Premier Tax & Wealth Advisors's NAICS: 54,541
How many employees does Premier Tax & Wealth Advisors have?
Premier Tax & Wealth Advisors has 1-10 employees
What industry does Premier Tax & Wealth Advisors belong to?
Premier Tax & Wealth Advisors is in the industry of: Accounting for Legal Practices, Business Services
What is Premier Tax & Wealth Advisors competition?
Premier Tax & Wealth Advisors top competitors include: Michael Drews, Hill & Associates CPAs, Caputa & Associates, Barnes Welsh and Perry
What technology does Premier Tax & Wealth Advisors use?
Some of the popular technologies that Premier Tax & Wealth Advisors uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, Font Awesome
How do I contact Premier Tax & Wealth Advisors?
Premier Tax & Wealth Advisors contact info: Phone number: (860) 872-6866 Website: www.premiertaxwealth.com
What does Premier Tax & Wealth Advisors do?

Premier Tax & Wealth Advisors, led by Cathy Pinard, CPA, is an independent financial services firm based in South Windsor, CT, specializing in comprehensive financial planning, tax preparation, and investment management. The firm aims to provide holistic financial advice that helps clients navigate various life stages, from accumulation to wealth t... ransfer, while minimizing tax liabilities. Their services are designed for individuals seeking to make informed financial decisions and achieve their personal financial goals. With a focus on simplifying complex financial matters, they strive to empower clients to take control of their financial futures.Read More

Is Premier Tax & Wealth Advisors a public company?
Premier Tax & Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Premier Tax & Wealth Advisors

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