Medicare Aware was formed as a joint venture between Marcheso & Thew Financial Advisors and Centaurus Financial, Inc. after identifying both a void in modern day retirement planning and an incredible prospecting opportunity. In 2015, John Marcheso and Jerry Thew joined forces combining their premier financial planning practices, expertise, and over 70 years of industry experience to form Marcheso & Thew Financial Advisors. As a result of the merger, ideas were shared and a new way of prospecting by way of Medicare workshops was developed and tested. In 2016, the prospecting program was taken to Centaurus Financial, Inc., a national independent broker/dealer, to systemize for the use of the firm’s registered representatives and Medicare Aware was born.
Marcheso & Thew are independent registered representatives with Centaurus Financial, Inc., an independent broker/dealer licensed to offer securities, investment advisory services and insurance products. Centaurus Financial, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) and Registered Investment Adviser with the Securities & Exchange Commission (SEC).