Each of our clients enjoys our expertise in assisting them with the following planning areas: * Portfolio investment strategies * Strategic tax management * Liability risk management * Estate distribution analysis and planning * Income scheduling and analysis * Capital accounts administration * Critical financial event response
View Top Employees from Centennial Wealth Advisory| Website | http://www.cen-wealth.com |
| Revenue | $872000 |
| Employees | 9 (9 on RocketReach) |
| Founded | 1995 |
| Address | 818 Red Dr Ste 100, Traverse City, Michigan 49684, US |
| Phone | (231) 995-9575 |
| Technologies |
JavaScript,
HTML,
PHP
+24 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 16 Million |
| Keywords | Centennial Financial Group Traverse City Mi, Centenennial Wealth |
| Competitors | McDaniel Financial, Roland Financial Wealth Management, Statler Financial Services Inc |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Centennial Wealth Advisory Questions
The Centennial Wealth Advisory annual revenue was $872000 in 2024.
Art Canfield is the Senior Partner of Centennial Wealth Advisory.
9 people are employed at Centennial Wealth Advisory.
Centennial Wealth Advisory is based in Traverse City, Michigan.
The NAICS codes for Centennial Wealth Advisory are [5239, 52, 52393, 523].
The SIC codes for Centennial Wealth Advisory are [628, 62].
Top Centennial Wealth Advisory Employees
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11
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Franz Boehm
TV Producer and Director of Marketing at Centennial Wealth Advisory
Traverse City, MI, US21 -
11
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Ben Flynn
Financial and Insurance Professional at Centennial Wealth Advisory
Traverse City, Michigan, United States11 -
1
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Luke Mooi
Tax Plannig Advisor and Operations Manager at Centennial Wealth Advisory
Traverse City, MI, US1
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