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Strategic Alliances

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Eagle Strategies, LLC

Through Eagle Strategies, Jerry Prentice provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Jerry Prentice can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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New York Life

Jerry Prentice and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 10/15/20).


The Prentice Group

Wealth Management Strategies

8075 Leesburg Pike, Suite 400
Vienna, VA 22182
Call Us: (703) 425-1589

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Disclosure

Jerome Prentice is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DC, FL, LA, MD, SC, TN, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

Jerome Prentice is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6003 Wilmington Dr, Burke, VA, 22015, 703-425-1589. In this regard, this communication is strictly intended for individuals residing in the states of FL, MD, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Jerome Prentice is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, MD, SC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

The Prentice Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither The Prentice Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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The Prentice Group > Logo > Transparent
  • About Us
    • Meet Our Team
    • The Prentice Group Advantage
    • Our Mission
    • Community Involvement
    • Client Characteristics
    • Strategic Alliances
  • Our Expertise
    • Personal Financial Security
    • Wealth Management
    • Estate and Legacy Planning
    • Retirement Income
    • Our Holistic Process
  • Sample Client Website
  • Client Education
    • Video Learning Library
    • Newsletters
    • Helpful Links
  • Contact Us
  • Client Login
    • eMoney
    • Virtual Service Center
    • Eagle
    • Mainstay Funds
    • American Funds

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