This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Breen Wealth Management, LLC
- Financial Services
- Petaluma, CA
About this business
Breen Wealth Management, LLC is a Registered Investment Adviser. Since 2009 our independent advisory firm has been dedicated to offering objective, comprehensive financial planning solutions to the Petaluma community. With over four decades of combined experience in the financial services industry, our team has concluded that clients need to be treated differently. As our client's fiduciary, our mission is to simplify the complexities of wealth so they can confidently enjoy life.
Location details
200 Kentucky Street, 2nd Fl. Ste C, Ste C, Petaluma, CA, 94952, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:30 p.m. | |
| Tue | 9:00 a.m. to 4:30 p.m. | |
| Wed | 9:00 a.m. to 4:30 p.m. | |
| Thu | 9:00 a.m. to 4:30 p.m. | |
| Fri | 9:00 a.m. to 2:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
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.
Used to be friends with one of his sons really good customer service and a really nice guy
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 Br... read more
Frequently asked questions about Breen Wealth Management, LLC
How is Breen Wealth Management, LLC rated?
Breen Wealth Management, LLC has a 5 star rating with 6 reviews.
When is Breen Wealth Management, LLC open?
Breen Wealth Management, LLC is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com