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Important Resource Links

Click on our names to view our Linkedin profliles.
Michelle Werth
Danielle Pinckney
Click here to access FINRA’s investor tools
Modern Portfolio Theory
New York State Taxpayer Tools
Official New York State Health Marketplace
Taxpayer Resources
Financial Terms Dictionary
Onondaga County Resources
Social Security Administration’s Retirement Estimator
Official US Government Medicare Website
TD Ameritrade Mobile App
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iPhone

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

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