Breen Financial Management
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Overview
2 - 9
Employees
2000
Year Founded
ABOUT BREEN FINANCIAL MANAGEMENT
financial planner
Breen Financial Management, Inc. is a standalone wealth management firm committed to helping you meet your financial, retirement, tax, and estate planning objectives. Our certified experts focus on your best interests, providing tailored advice and professional knowledge. We strive to develop enduring relationships with our clients, partnering with you at every stage to ensure your financial well-being.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2000
Year Founded
Services
Focus
Industries
Clients
Services Provided
49% Wealth Management
30% Financial Planning
11% Tax Planning
10% Estate Planning Services
About the Team
OUR STORY
Founded in 1996 by Larry Breen, a seasoned professional with over 30 years in insurance and financial services, Breen Financial Management excels in comprehensive wealth management. Larry, a Certified Financial Planner™, emphasizes a client-focused approach, coordinating with other professionals to tailor financial and retirement plans that align with individual goals. His extensive education includes degrees from Clemson University and the College for Financial Planning, alongside certifications such as CLU®, ChFC®, and MPAS®. Supported by a dedicated office team, the company ensures efficient operations and robust client engagement through strategic marketing and social media management. This collaborative effort upholds their commitment to delivering quality service and building lasting client relationships.
