Jerry Prentice Email & Phone Number

Wealth Management StrategiesToday most financial services companies-banks, brokerage firms and insurance companies- all seem to FOCUS on the same products and services.Our focus is ADVICE - turning everyday information into well-designed, custom-tailored strategies that “fit” you. With the vast amount of information and products available in today’s financial supermarkets, you can pay a big price to “try on” the wrong solution.We set our sights on helping you find the right solution. Whether it’s helping you simply reposition your assets or implementing a complex series of tax-advantaged strategies, we’ll make it easier for you to make the right decision. At the Prentice Group, we spend most of our time understanding what’s important to you, not promoting the “product of the day.”Whether you’re the owner of a well-established business, an executive on the fast track, a retired citizen or someone about to receive a large inheritance, we can help you gain control over every aspect of your financial life: from personal finances to taxes, investments, insurance and estate preservation.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Jerry Prentice is an Agent licensed to sell insurance through New York Life Insurance Company in the states of VA, MD, DC. No insurance business may be conducted outside these states referenced.Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 8075 Leesburg Pike, Suite 400, Vienna, VA 22182 (703) 425-1589 The Prentice Group is not owned or operated by New York Life nor its affiliates. Neither The Prentice Group nor New York Life render tax, legal or accounting advice, please consult your professional advisors regarding your particular situation.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Registered branch address:6003 Wilmington DrBurke, VA 22015

Listed skills include Retirement Planning, Investments, Estate Planning, Succession Planning, and 3 others.