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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 1pm

Avery Wealth, Inc.

Name: Avery Wealth, Inc.
Address: 2727 Spring Arbor Road, Jackson, MI, 49203, US
Telephone: +15177831695

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Avery Wealth, Inc.

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Avery Wealth is a registered investment advisory firm focused on optimizing your financial future.

Avery Wealth was founded in 2003 in Jackson, Michigan by Dan Reese. We formed the firm with the goal of creating client-advisor relationships built on personal trust and integrity. At Avery Wealth, we serve our clients as an independent Registered Investment Advisor providing fee-based wealth management support to individuals, families, businesses, qualified retirement plans, partnerships and not-for-profits… those with a desire to establish and pursue their long-term financial objectives. We have adopted an approach to client service where the process is understandable and the resulting investment and wealth management strategies are customized to meet the needs of our clients.

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://averywealth.com/calculator-roth-ira-traditional-ira/

10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?

We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last. https://averywealth.com/insights/blog/next-level-retirement-planning-advanced-retirement-strategies/

10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://averywealth.com/insights/blog/7-financial-planning-tips-for-small-business-owners/

10/12/2026

What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.

But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary: https://averywealth.com/insights/blog/market-commentary-the-bull-turns-four-and-a-look-at-the-midterm-election/

10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://averywealth.com/401k-calculator/

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.

The good news? Thoughtful planning can help you feel more confident about what comes next.

Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot: https://averywealth.com/insights/blog/8-blunders-to-avoid-in-retirement-2/

10/07/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.

You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.

Check out 10 year-end tax planning strategies we think you should consider: https://averywealth.com/insights/blog/10-effective-year-end-tax-planning-strategies-to-consider/

10/05/2026

The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.

What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets: https://averywealth.com/insights/blog/market-commentary-stubborn-inflation-problem-meets-a-goldilocks-jobs-report/

10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://averywealth.com/retirement-planning-quiz/

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose: https://averywealth.com/insights/blog/which-medicare-plan-is-best-for-you/

Address

2727 Spring Arbor Road
Jackson, MI
49203

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 1pm

Telephone

+15177831695

Website

http://www.averywealth.com/

Alerts

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