Contact Us
COMMUNITIES WE SERVE
We serve communities across Long Island near our office in Great Neck like Flushing, Bayside, Garden City, Port Washington and anywhere nationwide. We offer virtual meetings to all clients.
Site Navigation
© 2025
All Rights Reserved | Premier Wealth and Tax Planning | Privacy Policy
Cambridge’s Form CRS (Customer Relationship Summary)
Check the background of your financial professional on FINRA's BrokerCheck.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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. Fixed insurance offered through various independent insurance companies. Premier Wealth Planning, Premier Tax Planning and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of FL, NV, NJ, NY, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.