Breen Financial Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1515 International Pkwy Ste 1019, Lake M...

Phone Number

(407) 712-6780

Revenue

$8.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Breen Financial Management

Breen Financial Management, Inc. is an independent wealth management firm located in Lake Mary, FL, specializing in comprehensive financial services including estate and retirement planning, investment management, and tax solutions. The firm is dedicated to helping clients achieve their financial goals through a personalized approach and expert guidance. They prioritize the financial best interests of their clients and work closely with them to understand their unique situations. Breen Financial Management serves individuals and businesses seeking tailored financial planning and management solutions.Explore more
Breen Financial Management's Social MediaPopular SearchesBreen Financial Management IncBreen CorpBreen Financial ManagementBreen FinancialFinancial Management IncSIC Code 62,628NAICS Code 52,523Show more

Breen Financial Management Org Chart

PhoneEmail
BB
United States flag for contact location.

Senior Investment Strategist

PhoneEmail
LB
United States flag for contact location.

Certified Financial Planner (Cfp)

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breen Financial Managemen...

$8.2M
1-10
Private
<$5M
1996
BB
Bill BreenSenior Investment Strategist
<$5M
11-50
Private
-
1973
MP
Meghan PipperOffice Manager
<$5M
1-10
Private
-
2018
SR
Samantha RuizOffice Manager
<$5M
1-10
Private
<$5M
-
CB
Charles BigbiePresident & Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
IG
Israel GuitianFounder & President
<$5M
1-10
Private
-
2005
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Breen Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Breen Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Breen Financial Management.

Breen Financial Management financials insights

Gather financial insights about Breen Financial Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$17K

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Breen Financial Management Tech Stack

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Frequently Asked Questions Regarding Breen Financial Management

What is Breen Financial Management's official website?
Breen Financial Management's official website is www.breenfinancial.com
What is Breen Financial Management's Revenue?
Breen Financial Management's revenue is $8.2 Million
What is Breen Financial Management's SIC code?
Breen Financial Management's SIC: 62,628
What is Breen Financial Management's NAICS code?
Breen Financial Management's NAICS: 52,523
How many employees does Breen Financial Management have?
Breen Financial Management has 1-10 employees
What industry does Breen Financial Management belong to?
Breen Financial Management is in the industry of: Finance, Securities Trading
What is Breen Financial Management competition?
Breen Financial Management top competitors include: Financial Group, Woodland Wealth Management, Guitian Wealth, Dean Wealth Partners
What technology does Breen Financial Management use?
Some of the popular technologies that Breen Financial Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact Breen Financial Management?
Breen Financial Management contact info: Phone number: (407) 712-6780 Website: www.breenfinancial.com
What does Breen Financial Management do?

Breen Financial Management, Inc. is an independent wealth management firm located in Lake Mary, FL, specializing in comprehensive financial services including estate and retirement planning, investment management, and tax solutions. The firm is dedicated to helping clients achieve their financial goals through a personalized approach and expert gui... dance. They prioritize the financial best interests of their clients and work closely with them to understand their unique situations. Breen Financial Management serves individuals and businesses seeking tailored financial planning and management solutions.Read More

What are Breen Financial Management social media links?
Breen Financial Management Linkedin page Breen Financial Management Twitter page Breen Financial Management Facebook page
Is Breen Financial Management a public company?
Breen Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Breen Financial Management

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