Breen Financial Management- Lake Mary, FL


Breen Financial Planning Services, Inc. is an independent practice which was established in September of 1996. They offer life/wealth planning services to high net worth individuals and families. Breen Financial Planning Services is dedicated to helping people with their asset management, financial, retirement and estate planning needs. Their job is to help people make smart financial decisions and realize the life goals they are working towards. They call it "Planning For What Matters Most". They realize that the decision to work with a competent and ethical Certified Financial Planner® may be the most important decision people make to help them reach their life goals and achieve financial well-being. Their financial planning relationship is based on the long term best interest of their clients and their families.














