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Breen Financial Management

 Tax and Wealth Management Solutions for
Business, Real Estate and Retirement

  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
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Breen Financial Management

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Financial Planning

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Breen Financial Management, Inc. is an independent wealth management firm dedicated to helping you achieve your financial, retirement, tax and estate planning goals. We take the time to get to know you, listen to what it is that you want to accomplish, and then use our experience and expertise to help you achieve those goals. We work with you every step of the way and your financial best interest always comes first.

You will be working with a multi-credentialed Certified Financial Planner™ professional who brings both common sense and professional insight to your financial decision-making process. We take the time to understand the details of your current situation and have the skills and experience to help you make the most informed choices possible.

The foundation of our business is client relationships, and our goal is to become your planning partner for life. Please continue to review our web site to see if we would be a good fit for your wealth management needs. We are happy to meet with prospective clients on a get-acquainted basis. It would be a pleasure to meet you and learn what it is in life that you are working towards.

About

  • Our Team
  • Our Philosophy
  • Our Process

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1515 International Parkway, Suite 1019 ​
Lake Mary, FL 32746-7633
  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
  •  team@breenfinancial.com
  •  
  •  
  •  

Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC. Advisory services offered through Dempsey Lord Smith, LLC. Larry Breen is securities licensed in the states of AL, CA, CO, FL, GA, IL, KY, ME, MA, TN, TX, and WA. Larry Breen is insurance licensed in the states of CO, FL, and TX. He holds the Series 7, Series 24, Series 63, Series 65, life, health, and variable annuity licenses.

 

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