Breese Financial Group

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

3930 E Ray Rd Ste 155, Phoenix, Arizona,...

Revenue

$7.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Breese Financial Group

Breese Financial Group LLC specializes in wealth management and investment services, focusing on financial planning, retirement planning, estate planning, and tax planning. The firm is dedicated to acting in the best interests of its clients, providing personalized financial solutions to help them achieve financial freedom. Founded by Jeremy D. Bryant, the company emphasizes education and empowerment in managing wealth and legacy. Their target clients include individuals seeking guidance in navigating their financial struggles and planning for a secure future.Explore more
Breese Financial Group's Social MediaPopular SearchesBreese Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breese Financial Group

$7.6M
11-50
Private
-
2010
N/A
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2000
PD
Patrick DooleyPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Breese Financial Group Tech Stack

A closer look at the technologies used by Breese Financial Group

Breese Financial Group News & Media

  • Breese Financial Group LLC Unveils Inflation & Tax Program To Helps 55+ Retirees

    Charlotte, North Carolina--(Newsfile Corp. - March 3, 2023) - Breese Financial Group LLC, a leading financial planning firm based in the Greater Charlotte Area, NC, has launched a new Inflation & Tax Program aimed at helping 55+ retirees. The program is designed to address the two biggest hardships faced by retirees: not having the means to battle inflation and paying more in taxes than they have to, resulting in a lower net income."We understand that...
Read more news

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Frequently Asked Questions Regarding Breese Financial Group

What is Breese Financial Group's official website?
Breese Financial Group's official website is www.breesefg.com
What is Breese Financial Group's Revenue?
Breese Financial Group's revenue is $7.6 Million
What is Breese Financial Group's SIC code?
Breese Financial Group's SIC: 62,628
What is Breese Financial Group's NAICS code?
Breese Financial Group's NAICS: 52,523
How many employees does Breese Financial Group have?
Breese Financial Group has 11-50 employees
What industry does Breese Financial Group belong to?
Breese Financial Group is in the industry of: Finance, Securities Trading
What is Breese Financial Group competition?
Breese Financial Group top competitors include: Trinity Wealth Management, Adirondack Capital Advisors, Alliance Wealth Advisors, Pearson Financial Planning
What technology does Breese Financial Group use?
Some of the popular technologies that Breese Financial Group uses are: Drupal, Wistia, Google Tag Manager, GoDaddy DNS
What does Breese Financial Group do?

Breese Financial Group LLC specializes in wealth management and investment services, focusing on financial planning, retirement planning, estate planning, and tax planning. The firm is dedicated to acting in the best interests of its clients, providing personalized financial solutions to help them achieve financial freedom. Founded by Jeremy D. Bry... ant, the company emphasizes education and empowerment in managing wealth and legacy. Their target clients include individuals seeking guidance in navigating their financial struggles and planning for a secure future.Read More

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

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