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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

for a solid future

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Our Services

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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs.  After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness

Our Services

  • Insurance
  • Investments
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving
  • Estate Planning

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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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