Cathy Pinard, CPA - Premier Tax & Wealth Advisors

Cathy Pinard, CPA - Premier Tax & Wealth Advisors Cathy Pinard, CPA & Premier Tax & Wealth Advisors is a tax & financial services firm. It’s not just what you make but what you keep that counts.

By blending tax preparation services, ongoing life-encompassing advice and investment management, we help you identify your goals & formulate ways to reach them. Premier Tax & Wealth Advisors is an independent financial planning and CPA firm with the unique ability to not only find the best investment approach for you, but to also integrate complicated tax law and tax optimization strategies into

your financial plan and overall well-being. We use our forward-thinking expertise to find the best approach to manage your investments while minimizing income taxes as much as possible over your lifetime, not just one year at a time. We help you make the best use of your financial resources so you can spend less time worrying about your financial future and concentrate on living your life to the fullest. We show you where you are, create a roadmap for your future and help protect you from any financial dangers along the way. Many people pay more in income taxes over their lifetime than they do for any other single expense. Tax planning is a year-round sport! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge does not offer tax or legal advice. Premier Tax & Wealth Advisors and Cambridge are not affiliated.

What every parent needs to know about insuring his or her .
07/30/2024

What every parent needs to know about insuring his or her .

Tips on insuring your teen driver.

07/26/2024

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Your needs don’t stay the same when the nest empties, but what changes?
07/25/2024

Your needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

What would happen to your loved ones if you were gone? Make financial preparations today.
07/23/2024

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
07/19/2024

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
07/18/2024

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
07/16/2024

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
07/12/2024

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
07/09/2024

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
07/05/2024

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
07/04/2024

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

07/02/2024

Second homes have unique risks and insuring them is different than a primary home.

Address

85 Felt Road/Suite 603
South Windsor, CT
06074

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18608726866

Website

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