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Premier Tax & Wealth Advisors

1330 Sullivan Avenue
South Windsor, CT 06074
Phone:
  • (860) 872-6866

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FINANCIAL PLANNING, LIFE AND WEALTH MANAGEMENT

Cathy Pinard, CPA and Premier Tax & Wealth Advisors is an independent tax and financial services firm blending tax preparation services, ongoing life-encompassing advice and investment management. We help you identify your goals and formulate ways to reach them.

We specialize in comprehensive financial planning with an integrated approach. We can help you create a holistic plan that will inspire you to have confidence about your finances. We will help guide you through financial decisions such as the lifestyle you wish to live in retirement or the legacy you may wish to leave to your loved ones. We will help you every step of the way, whether you are in the accumulation, distribution, or wealth transfer stage of your life. 

The person who does your financial planning should also understand the complexities of your tax situation. Income taxes for many, is the largest lifetime expense. As a financial services and CPA firm, we will work with you to minimize your income taxes and maximize your benefits as much as possible while using your goals and values to guide you.

In a complex financial world, a second opinion review of your objectives and investment choices can be valuable. Be proactive, rather than reactive. If you don't have a plan for yourself, you'll be a part of someone else's!

                                      Connect with us. We're happy to help. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck