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insurance

Insurance and Investments

May 12, 2017Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

  A good financial strategy is not just about “making money;” it is also about protection.   Some people mistake …

Tagged financial planning, insurance, investments, wealth management

Could Insurance Rescue You in Retirement?

April 12, 2017Constance CiaricoFinancial, Investments, IRAs, Market News, Newsletter

Certain kinds of coverage may help to sustain you financially in an emergency.   You plan for retirement with expectations …

Tagged insurance, retirement savings

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.

 

© 2020 Prentice Wealth Management, LLC

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

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

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.

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