We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently. Our business model has always been one that places clients’ best interests at the forefront of every decision. By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience. We continue to build our team by adding expertise and capabilities to enhance the client experience.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. Additional Advisory Services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management and Cadaret, Grant & Co. Inc. are separate entities.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1150 Penfield Road, Rochester,new York 14625,united States
- Phone
- +1-585-218-0001
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- prenticewealth.com
- Keywords
- Financial Planning, Investment Management, Insurance Facilitation, Family Wealth Management, College Financial Planning, Tax & Debt Optimization, Legacy & Gifting, Eldercare & Special Needs Planning, Divorce Financial Planning.
- HQ
- Rochester, New York
Prentice Wealth Management, Llc Questions
Prentice Wealth Management, Llc's helpline number is +1-585-218-0001
Prentice Wealth Management, Llc's website is prenticewealth.com
Prentice Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/prentice-wealth-mangement-llc
Prentice Wealth Management, Llc has
10 employees.
View email and phone details for 10
employees at Prentice Wealth Management, Llc.
Prentice Wealth Management, Llc's industry is
Financial Services
Prentice Wealth Management, Llc's top competitors are
Perris Pizzeria,
The Clifford Group,
Hastings Law Office, P.c.,
The Mayeu Financial Group,
Janney Montgomery Scott Llc,
Montage Wealth Mgmt,
Rti Wealth Management,
Armbruster Capital Management,
Feeonlynetwork.com,
Knightbridge Capital.
Prentice Wealth Management, Llc's categories are Financial Services
Prentice Wealth Management, Llc's founding year is 2008
