Financial and Tax Advisor on Long Island Serving Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and Nationwide
Where Wealth Planning Meets Tax Efficiency.
Financial Planning & Wealth Management
Tax Preparation & Planning
Investment Advisory Services
401(k) Management & Retirement Guidance
We Help You Optimize Every Part of Your Financial Life.
Premier Wealth and Tax Planning helps individuals and families throughout Long Island—and across the U.S.—optimize every part of their financial life through personalized, tax-forward advice. Whether you’re looking for experienced tax preparation, guidance on your retirement plan, or an investment strategy tailored to your goals, we bring all the pieces together under one roof.
A Tax-First Approach
That Looks Beyond the Return.
Most financial firms focus solely on investments or insurance. At Premier, we take a different path. Because your advisor is also your tax professional, we can help you avoid costly tax mistakes, coordinate smart strategies throughout the year, and ensure your finances stay aligned—no matter how your life changes.
Tax. Financial. Estate.
All Connected.
You shouldn’t have to be the go-between for your accountant, advisor, and attorney. That’s why we built a model that connects all three. Our unique triangle of coordination means your tax planning, wealth management, and estate strategy all work together—proactively and efficiently.
Serving You From Our Home Base On Long Island, New York
While we proudly serve our local Great Neck, NY families and businesses, we welcome virtual clients from towns and cities all over the U.S.
A trusted financial partner for over 40 years.
Many of our clients have been with us for decades—and now we work with their children, too. We’re proud to be a part of the Long Island community, and we’re just as proud to serve clients virtually throughout the country. Whether you prefer to meet in person or online, we’re ready to help.
Our Services
Estate Planning Coordination
We work with your estate attorney to make sure your legacy is protected and your documents reflect your wishes.
Financial Planning & Wealth Management
Holistic planning that integrates investments, insurance, retirement goals, education funding, and more.
401(k) Management & Retirement Guidance
Investment support while your funds remain in your employer plan.
Investment Advisory Services
Fiduciary investment advice that prioritizes tax efficiency, diversification, and your long-term goals.
Tax Preparation & Planning
Individual and small business tax returns, year-round planning, and virtual tax prep for clients across the U.S.
Insurance & Risk Management
Tailored guidance on life insurance, long-term care coverage, and annuities as part of your broader strategy.
For Families, Business Owners, and Professionals Who Want Clarity
We serve people who are building something—careers, families, businesses, or retirement dreams. Whether you’re raising kids in Nassau County, growing your side business, or approaching retirement, we’re here to simplify complexity and bring everything into focus.