Breen Wealth Management, LLC - Petaluma, California
Address: 200 Kentucky St, Petaluma, CA 94952.
Phone: 075956556.
Website: breenwealth.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Breen Wealth Management, LLC
⏰ Open Hours of Breen Wealth Management, LLC
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–2 PM
- Saturday: Closed
- Sunday: Closed
Overview of Breen Wealth Management, LLC
Located at 200 Kentucky St, Petaluma, CA 94952, Breen Wealth Management, LLC stands out as a prominent financial services firm in the area. With a dedicated team ready to assist, this company specializes in offering comprehensive financial planning, consultancy, and investment services. For those considering a strategic approach to managing their finances, Breen Wealth Management is a beacon of expertise.
Contact Information and Services
For potential clients eager to take control of their financial future, Breen Wealth Management provides essential contact details. Their phone number is 075956556, ensuring easy access to their services. The website, breenwealth.com, offers a wealth of information about their services and how they can tailor solutions to meet individual financial goals.
Key services offered by Breen Wealth Management include financial planning, consultancy, and investment services. Their approach is holistic, addressing not just immediate financial needs but also long-term planning for retirement and wealth preservation.
Accessibility and Convenience
In addition to their high-quality services, Breen Wealth Management emphasizes accessibility. Their parking lot is wheelchair accessible, along with restroom facilities, ensuring that all clients, regardless of mobility, can conveniently visit their office. This attention to detail reflects their commitment to serving all members of the community effectively.
Client Reviews and Recommendations
The company boasts a strong reputation, as evidenced by the two glowing reviews on Google My Business. Clients have praised Brian and his team for their professionalism, utilizing cutting-edge technology to determine the best investment strategies tailored to each client's risk tolerance. Many have expressed their intention to work with Breen Wealth Management going forward, attesting to the trust and satisfaction built during their consultations.
With an average opinion rating of 5/5, it's clear that Breen Wealth Management delivers on its promises. For those seeking a reliable partner in managing their financial journey, especially those aiming to retire comfortably while maintaining their current lifestyle, Breen Wealth Management is highly recommended.
Final Recommendation
If you're considering your financial future and looking for a firm that combines expertise with personalized service, contact Breen Wealth Management today. Visit their website, breenwealth.com, to learn more about how they can help you achieve your financial goals. Don't forget to schedule an appointment ahead of time to make the most of your consultation. Let Breen Wealth Management be your partner in securing a prosperous future.
👍 Reviews of Breen Wealth Management, LLC
