Premier Wealth Planning, Inc. New York
Financial Services
107 Northern Blvd
8 employees
RINGI
- Employees
- 8
- Contacts
- 2
- Emails
- 2
Premier Wealth Planning, Inc. New York Overview
- Headquarters
- 107 Northern Blvd
- Website
- www.ourpremierteam.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2021
- Stock Symbol
- RINGI
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Premier Wealth Planning, Inc. New York
Our Mission is Simple: we work hard to make sure your assets are working as hard as they can - for as long as they can - so that they can sustain you and the ones you love in future generations. Strategic tax planning for businesses and individuals Personal, Business, Trust and Estate Tax Returns. Quarterly Sales and Payroll College Planning, Help with FAFSA Premier Wealth Planning. Work with a professional financial advisor. Financial Planning, Retirement Planning. Investment Advisory; Ongoing and Proactive Management We work with third-party Investment Advisors to ensure that our clients have an entire financial guidance community standing behind them. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 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 Advisor. Premier Wealth Planning, Premier Tax Planning and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Premier Wealth Planning, Inc. New York Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Premier Wealth Planning, Inc. New York Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kyle Stevenson | Graduate Accounting Student at St. John's University, the Peter J. Tobin College of Business | Garden City, New York, United States |
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|
| Julia Pirozzi | Executive Assistant | Garden City, New York, United States |
Email
|
| Filip Piatek | Tax Intern at Premier Wealth Planning, Inc. with Expertise in Accounting and Finance | Lynbrook, New York, United States |
View
|
| Keisha Williams | Accountant Specializing in Payroll, Bookkeeping, Taxation Individual and Business. | West Babylon, New York, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
1 profile
Intern / trainee
1 profile
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