Breeze Financial Group

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

5200 Meadows Rd Ste 150, Lake Oswego, Or...

Phone Number

(541) 941-0266

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Breeze Financial Group

Breeze Financial Group, founded in 1993 by James K Breeze, is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through personalized service and customized programs. The firm offers a range of services including wealth management, retirement planning, and insurance solutions. They emphasize traditional values such as face-to-face service and building trust through personal interactions. Their intended clients include individuals and businesses seeking tailored financial strategies to achieve their financial goals.Explore more
Breeze Financial Group's Social MediaPopular SearchesBreeze Financial GroupBreeze Financial & Insurance Servicesbreeze financial group IncBreeze Financial SvcBreezefinancialgroup ComSIC Code 62,628NAICS Code 52,523Show more

Breeze Financial Group Org Chart

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Chief Growth Officer

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Financial Sales Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breeze Financial Group

<$5M
1-10
Private
-
1993
KB
Kyle ByrdChief Growth Officer
$5.2M
11-50
Private
-
2000
CW
Chris WakefieldFinancial Advisor
<$5M
1-10
Private
<$5M
2001
RK
Randy KinchenManaging Partner
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Breeze Financial Group Tech Stack

A closer look at the technologies used by Breeze Financial Group

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Frequently Asked Questions Regarding Breeze Financial Group

What is Breeze Financial Group's official website?
Breeze Financial Group's official website is www.breezefinancialgroup.com
What is Breeze Financial Group's Revenue?
Breeze Financial Group's revenue is <$5 Million
What is Breeze Financial Group's SIC code?
Breeze Financial Group's SIC: 62,628
What is Breeze Financial Group's NAICS code?
Breeze Financial Group's NAICS: 52,523
How many employees does Breeze Financial Group have?
Breeze Financial Group has 1-10 employees
What industry does Breeze Financial Group belong to?
Breeze Financial Group is in the industry of: Finance, Securities Trading
What is Breeze Financial Group competition?
Breeze Financial Group top competitors include: The River Suite Wealth Partners, Alliance Wealth Management, Alexander Capital Management, Integra Financial
What technology does Breeze Financial Group use?
Some of the popular technologies that Breeze Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Breeze Financial Group?
Breeze Financial Group contact info: Phone number: (541) 941-0266 Website: www.breezefinancialgroup.com
What does Breeze Financial Group do?

Breeze Financial Group, founded in 1993 by James K Breeze, is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through personalized service and customized programs. The firm offers a range of services including wealth management, retirement planning, and insurance solutions. They emphasize traditio... nal values such as face-to-face service and building trust through personal interactions. Their intended clients include individuals and businesses seeking tailored financial strategies to achieve their financial goals.Read More

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

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