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Firm Brochure110 Linden Oaks, Suite F, Rochester, New York 14625 (585) 2180001 Phone (585) 2180097 Fax www.prenticewealth.comItem1FirmBrochureCoverPageForm ADV Part 2AThis brochure provides information
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Step 1: Gather all necessary financial documents like bank statements, investment portfolios, tax returns, and insurance policies.
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Step 2: Contact Prentice Wealth Management LLC to schedule a consultation meeting.
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Step 3: During the consultation, provide all relevant financial information and discuss your financial goals and objectives.
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Step 4: Work closely with the Prentice Wealth Management team to develop a personalized wealth management plan.
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Prentice Wealth Management LLC is a financial advisory firm that provides investment management and financial planning services to individual and institutional clients.
Individuals or entities that are operating as a Limited Liability Company (LLC) and choose to file for the status of Prentice Wealth Management LLC are required to file.
To fill out the necessary forms for Prentice Wealth Management LLC, one needs to provide information such as the LLC name, business address, member details, and the purpose of the business.
The purpose of Prentice Wealth Management LLC is to offer professional financial advisory services, helping clients manage their wealth and investments effectively.
Information required includes the company's structure, ownership, financial performance, and any other relevant business activity details.
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