Is what you’re doing today getting you closer to where you want to be tomorrow?

 

We always welcome your phone call to schedule an appointment and are happy to offer online booking via the link below. The default location is to meet in our office. If you would like to schedule a conference call or lunch appointment at a restaurant, please note that in the special instructions box.

For client’s outside the Rochester area, we encourage you to contact us so we can coordinate Bill’s travel schedule with your appointment request.

 

Click here to schedule your appointment online.

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Member, Security Investor Protection Corporation


Investor Education Foundation