Resource Links

Click here to view our LinkedIn profiles.

Michelle Werth

Danielle Pinckney

Click here to access FINRA’s investor tools.

Dictionary of Financial Terms

Modern Portfolio Theory

Retirement Estimator

New York State Taxpayer Tools

Onondaga County

Taxpayer Resources

Official US Government Medicare Website

Official New York State Health Marketplace

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

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Connect with us

TALENT
- Our Team
- Value of a Human Advisor
ANNOUNCEMENTS
FINANCIAL & ECONOMIC NEWS
PRIMARY SERVICES
RESOURCES
CONTACT US

Search for: