About PRENTISS SMITH & COMPANY, INC.
Prentiss Smith & Company, Inc. is a highly reputable financial services firm that has been providing expert financial guidance to clients for over 30 years. With their team of experienced advisors and comprehensive services, they have become a trusted resource for individuals and businesses seeking personal and strategic financial planning.
How does the advisor help clients – Key Takeaways:
– Prentiss Smith & Company, Inc. takes a personalized approach to financial planning, taking the time to understand each client’s unique goals and needs.
– They offer a wide range of financial services, including wealth management, retirement planning, tax planning, and insurance solutions.
– Their team of advisors are experts in the financial industry and stay up to date on the latest strategies and trends to provide the best advice for their clients.
Facts and Insights
As a trusted and successful financial firm, Prentiss Smith & Company, Inc. has some noteworthy insights:
- They have helped over 1,000 clients achieve their financial goals.
- Their comprehensive approach has resulted in a 98% client retention rate.
- Their team of advisors have an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Over 30 years |
Financial Services Offered
– Wealth Management
– Retirement Planning
– Tax Planning
– Insurance Solutions
Client Types
– High-net-worth individuals
– Business owners
– Individuals and families in all stages of life
Fees & Compensation
Prentiss Smith & Company, Inc. operates on a fee-only basis, meaning they do not earn commission by selling financial products. This allows them to offer unbiased and objective advice to their clients. Their fee structure is based on a percentage of assets under management.
Background
The founder of Prentiss Smith & Company, Inc., Prentiss Smith, has over 40 years of experience in the financial industry and is a Certified Financial Planner (CFP). He has built a team of highly qualified and experienced advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
Prentiss Smith & Company, Inc. prides itself on transparency and ethical practices. As such, they have no disclosures on their record with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).