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. They can be reached via telephone at Phone: 075956556 and have a website that can be accessed at Website: breenwealth.com.

Specialties

Breen Wealth Management specializes in financial planning, consulting, and investment services. They have a team of experienced professionals who use state-of-the-art technology to help clients determine the best and worst outcomes for their investments, taking into account their risk tolerance. Their services are highly recommended for those who are looking to retire in the near future and need help managing their finances.

Other Points of Interest

Their office is wheelchair accessible and has a wheelchair accessible parking lot and restroom. Appointments are recommended, and they have regular business hours from Monday to Friday. Breen Wealth Management has an excellent reputation, with an average rating of 5/5 based on 2 reviews on Google My Business.

One satisfied client had this to say about their experience with Breen Wealth Management: "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

If you are looking for a reliable and experienced financial planning and investment service, Breen Wealth Management is an excellent choice. Their team of professionals uses state-of-the-art technology to help clients determine the best and worst outcomes for their investments, taking into account their risk tolerance. With an average rating of 5/5 based on 2 reviews on Google My Business, you can be confident that you are in good hands. Contact them today through their website at Website: breenwealth.com to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Breen Wealth Management, LLC

Grant G.

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 D.

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.