Cathy Pinard, Cpa Email & Phone Number
@natplan.com
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Who is Cathy Pinard, Cpa? Overview
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Cathy Pinard, Cpa is listed as Certified Public Accountant at Premier Tax & Wealth Advisors, based in Ellington, Connecticut, United States. AeroLeads shows a work email signal at natplan.com and a matched LinkedIn profile for Cathy Pinard, Cpa.
Cathy Pinard, Cpa previously worked as CPA Wealth Manager at Premier Tax & Wealth Advisors. Cathy Pinard, Cpa holds Bachelor Of Science (Bs), Accounting from Central Connecticut State University.
Email format at Premier Tax & Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Cathy Pinard, Cpa. Compare company email patterns before reaching out.
About Cathy Pinard, Cpa
I assist individuals and their families in organizing their financial life while helping fulfill the needs and opportunities they wish their money to create for them. As a result, our clients are able to spend less time worrying about their finances and more time concentrating on living their life to the fullest. I specialize in working with clients to create financial plans from an integrated tax and risk based perspective. As a CPA Financial Advisor, I am a proactive planner by nature with a primary focus on always doing what is best for my clients and allowing their goals and values to guide them.Income taxes for many is the largest lifetime expense. Proper planning can save you and your family significant amounts of money over time. Remember, it’s not what you earn but what you keep that counts. Together, we can help you get from where you are to where you want to be. 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 & Premier Tax & Wealth Advisors are not affiliated.
Listed skills include Cpa, Investment Management, Tax Planning With Investments, Retirement Planning, and 15 others.
Cathy Pinard, Cpa's current company
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Cathy Pinard, Cpa work experience
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Cpa Wealth Manager
CurrentIndependent financial planning and investment advisory firm based in the Hartford area specializing in helping clients and their families organize, simplify and prioritize their financial life. We assist clients in understanding their financial picture as it is today and what it may look like going forward. We strive to grow and protect assets while reducing risk and minimizing taxes.
Certified Public Accountant
CurrentAccounting and income tax preparation services provided to individuals, small businesses, trusts and estates. Also provide probate accounting assistance and integrated investment and tax reduction strategies.
Cathy Pinard, Cpa education
Frequently asked questions about Cathy Pinard, Cpa
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What company does Cathy Pinard, Cpa work for?
Cathy Pinard, Cpa works for Premier Tax & Wealth Advisors.
What is Cathy Pinard, Cpa's role at Premier Tax & Wealth Advisors?
Cathy Pinard, Cpa is listed as Certified Public Accountant at Premier Tax & Wealth Advisors.
What is Cathy Pinard, Cpa's email address?
AeroLeads has found 1 work email signal at @natplan.com for Cathy Pinard, Cpa at Premier Tax & Wealth Advisors.
Where is Cathy Pinard, Cpa based?
Cathy Pinard, Cpa is based in Ellington, Connecticut, United States while working with Premier Tax & Wealth Advisors.
What companies has Cathy Pinard, Cpa worked for?
Cathy Pinard, Cpa has worked for Premier Tax & Wealth Advisors.
How can I contact Cathy Pinard, Cpa?
You can use AeroLeads to view verified contact signals for Cathy Pinard, Cpa at Premier Tax & Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Cathy Pinard, Cpa attend?
Cathy Pinard, Cpa holds Bachelor Of Science (Bs), Accounting from Central Connecticut State University.
What skills is Cathy Pinard, Cpa known for?
Cathy Pinard, Cpa is listed with skills including Cpa, Investment Management, Tax Planning With Investments, Retirement Planning, Strategic Financial Planning, Comprehensive Planning, Protecting Wealth, and Ira Rmd'S.
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