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Centennial Wealth Advisory
, Traverse City, MI (231) 995-9575
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Address 4020 Copper View Suite 102 Traverse City, MI 49684
Hours Monday 8:30 a.m. - 4:30 p.m. Tuesday 8:30 a.m. - 4:30 p.m. Wednesday 8:30 a.m. - 4:30 p.m. Thursday 8:30 a.m. - 4:30 p.m. Friday 8 a.m. - 4 p.m. Saturday Closed Sunday Closed
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Business Type: Managing your money wisely means being knowledgeable about your options, and making informed choices. Here at Centennial Wealth Advisory, we educate our clients so that they can take charge of their financial lives. We teach them the basics of wealth management and how to use their money to work toward a lifetime of financial freedom.
Check out Michael’s monthly retirement seminar! Michael will share his valuable knowledge at No Charge. Plus he’ll provide you with a complimentary lunch for coming!
Learn what you need to know about saving in a Roth IRA.
When can you afford to retire? How much can you spend each year without "drawing down" your savings? How do you manage your assets once you are retired? We can provide you with powerful, yet simple answers to these questions.
Free Financial Consultation with Michael!
Michael D. Reese, CFP®, CLU, ChFC is President and Founding Principal of Centennial Wealth Advisory, LLC in Traverse City, Michigan. Mr. Reese has been assisting his clients achieve their financial objectives since 1995. He holds over a dozen licenses and designations and continues improving his knowledge base by attending several advanced planning industry meetings held throughout the year. Mr. Reese is a Certified Financial PlannerTM with specialties in tax and portfolio management. He is a highly sought after speaker, and has been featured at many industry events. Mike is a resident of Traverse City and is happily married to his wife, Becky, of 18 years. He enjoys spending time with his 5 children, Sara, Taylor, Brendan, Morgan and Madison ranging in age from 16 down to 4! Jonathan T. Torbet, Centennial Wealth Advisory's Director of Operations. He is a lifelong resident of Traverse City graduating in 2004 from Grand Valley State University with a double major in Marketing and Business. Following graduation, he spent six months as a loan officer before joining Centennial Wealth Advisory in March of 2005. Jon is happily married to his beautiful wife, Jessica, of 6 years and they cherish their son, Isaac, who was born in December of 2009. Breanna K. Smith, Centennial Wealth Advisory's Operations Assistant She grew up in Livonia, one of Detroit's many suburbs. She has come to Traverse City via Chicago, where she worked as an administrative assistant for an options trading company. She is a 2006 graduate of Michigan State University with a degree in elementary education. In her free time, Breanna enjoys running, learning Japanese, and she is working on writing the next "Great American Novel".
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