Prentice Wealth Management

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

110 Linden Oaks Ste F, Rochester, New Yo...

Phone Number

(585) 218-0001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Prentice Wealth Management

Prentice Wealth Management is an independent fiduciary advisory firm dedicated to providing lifetime financial partnership for families. They offer a range of comprehensive services including financial planning, investment management, tax optimization, and legacy planning, tailored to meet the unique needs of their clients. Their target clients include growing families, pre-retirees, retirees, individuals in life transitions, entrepreneurs, and non-profits. The firm emphasizes building long-term relationships and providing personalized service to empower clients in achieving their financial goals.Explore more
Prentice Wealth Management's Social MediaPopular SearchesPrentice Wealth Management LLCPrentice WealthPrentice Wealth ManagementPrenticewealthSIC Code 62,628NAICS Code 52,523Show more

Prentice Wealth Management Org Chart

PhoneEmail
UM
United States flag for contact location.

Manager, Wealth

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
WP
United States flag for contact location.

Managing Partner

PhoneEmail
DG
United States flag for contact location.

Wealth Management Advisor

PhoneEmail
TO
United States flag for contact location.

Wealth Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Prentice Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Prentice Wealth Management

Compare insights from companies similar to Prentice Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prentice Wealth Managemen...

<$5M
1-10
Private
-
2008
UM
Umbereen MustafaManager, Wealth
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1999
LB
Lori BawdenOperations Associate
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prentice Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prentice Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prentice Wealth Management.

Prentice Wealth Management Tech Stack

A closer look at the technologies used by Prentice Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Prentice Wealth Management

What is Prentice Wealth Management's official website?
Prentice Wealth Management's official website is www.prenticewealth.com
What is Prentice Wealth Management's Revenue?
Prentice Wealth Management's revenue is <$5 Million
What is Prentice Wealth Management's SIC code?
Prentice Wealth Management's SIC: 62,628
What is Prentice Wealth Management's NAICS code?
Prentice Wealth Management's NAICS: 52,523
How many employees does Prentice Wealth Management have?
Prentice Wealth Management has 1-10 employees
What industry does Prentice Wealth Management belong to?
Prentice Wealth Management is in the industry of: Finance, Securities Trading
What is Prentice Wealth Management competition?
Prentice Wealth Management top competitors include: Focus Financial Network, Wealth Advisory Services, Joslin Capital Advisors, Sterling Total Wealth Solutions
What technology does Prentice Wealth Management use?
Some of the popular technologies that Prentice Wealth Management uses are: SAP Sybase RAP, WordPress.org, reCAPTCHA, PHP
How do I contact Prentice Wealth Management?
Prentice Wealth Management contact info: Phone number: (585) 218-0001 Website: www.prenticewealth.com
What does Prentice Wealth Management do?

Prentice Wealth Management is an independent fiduciary advisory firm dedicated to providing lifetime financial partnership for families. They offer a range of comprehensive services including financial planning, investment management, tax optimization, and legacy planning, tailored to meet the unique needs of their clients. Their target clients inc... lude growing families, pre-retirees, retirees, individuals in life transitions, entrepreneurs, and non-profits. The firm emphasizes building long-term relationships and providing personalized service to empower clients in achieving their financial goals.Read More

What are Prentice Wealth Management social media links?
Prentice Wealth Management Linkedin page Prentice Wealth Management Facebook page
Is Prentice Wealth Management a public company?
Prentice Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Prentice Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.