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

075956556

Breen Wealth Management, LLC is a financial planning and investment firm located at 200 Kentucky St, Petaluma, CA 9

Reviews of Breen Wealth Management, LLC

Breen Wealth Management, LLC - Petaluma, California

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.