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Important Resource Links

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Michelle Werth
Danielle Pinckney
Click here to access FINRA’s investor tools
Modern Portfolio Theory
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Official New York State Health Marketplace
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Financial Terms Dictionary
Onondaga County Resources
Social Security Administration’s Retirement Estimator
Official US Government Medicare Website
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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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