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Home
About Us
Services
Areas We Serve
Testimonials
FAQs
Contact

See What Our Client's Have to Say

Read our client testimonials below

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B. Douglas

GreAttt

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Chartered Life Underwriter, (CLU®), American College, 1988
Chartered Financial Consultant, (ChFC®), American College, 1989
CERTIFIED FINANCIAL PLANNER™ professional (CFP®), College for Financial Planning, 1995
Master Planner Advanced Studies, (MPAS®), College for Financial Planning, 2014

1515 International Pkwy Ste 1019

Lake Mary, FL 32746

Copyright © Breen Financial Management | All Rights Reserved

Services

Financial Planning
Wealth Management
Retirement Planning
Real Estate Securities
Delaware Statutory Trust Planning

Deferred Sales Trust
Insurance Solutions
Estate And Trust Planning Advisory

Schedule A Consultation

Phone

(407) 712-6780

Location

1515 International Pkwy Ste 1019

Lake Mary, FL 32746

Hours

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed