Breen Wealth Management, LLC - Petaluma, California

Breen Wealth Management, LLC is a reputable financial services provider located at Address: 200 Kentucky St, Petaluma, CA 94952, United States. You can reach them by phone at Phone: 7075956556 or visit their website at Website: breenwealth.com.

Specialties

Breen Wealth Management, LLC specializes in financial planning, financial consulting, and investment services. They provide expert advice and guidance to help individuals and businesses make informed financial decisions and achieve their financial goals.

Other Points of Interest

Their location is wheelchair-accessible and offers a car park and toilet facilities for added convenience. Appointments are recommended for a more personalized and efficient service.

Opinions

Breen Wealth Management, LLC has received positive reviews from satisfied clients, with an average opinion of 5/5. Here are some of the testimonials:

• "Brian and his team met with us and quickly shifted our investments down to the key metrics to help chart a course to retire at our present lifestyle. My wife and I own a business and some real estate and want to retire in a few years. We were very impressed.plan to make them part of our professional advisors. There were no strings attached.Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk."
• "Would highly recommend Breen Wealth Management."

Recommendation

Breen Wealth Management, LLC is a reliable and trustworthy financial services provider that offers expert advice and personalized service. If you are looking for a financial planner, financial consultant, or investment service, we highly recommend contacting them through their website at Website: breenwealth.com.

👍 Reviews of Breen Wealth Management, LLC

Grant Garl

5/5

Brian and his team met with us and quickly shifted our investments down to the key metrics to help chart a course to retire at our present lifestyle. My wife and I own a business and some real estate and want to retire in a few years. We were very impressed...plan to make them part of our professional advisors. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk.
Would highly recommend Breen Wealth Management.

Dirk Ditmer

5/5

Breen Wealth is awesome. I am one of their "problem childs" (out of state, etc). But whatever I need, whenever I need it, their response is immediate, helpful and courteous. Have been a client for years and have never had a complaint about them. Highly recommended.