Welcome to Premier Heritage  

Co-founded by Serge R. Pinard, CFP® and Gregory P. Alerte, CFP® Premier Heritage has served clients and their future generations by providing access to financial literacy and financial advice. Keeping in-line with tradition, our website offers easy access to a world of financial literacy and financial advice.

We provide personal financial advice. Our professional advisors are prepared to learn more about  your specific financial goals and concerns. With the Premier Heritage team at your service you have access to professional guidance while on your journey towards personal financial success. Let us get to know you better. Why not schedule your complimentary consultation today? 

                                Learn from yesterday.     Live for today.     Plan for tomorrow.