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Comprehensive planning for individuals, business owners, and real estate pros

Trusted financial advisor in Lake Mary, FLu2014Breen Financial offers personalized wealth planning and expert guidance for your financial goals. Learn more today!<br>

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Comprehensive planning for individuals, business owners, and real estate pros

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  1. Breen Financial Management Your trusted financial advisor in Lake Mary, FL Comprehensive planning for individuals, business owners, and real estate pros

  2. Who We Are? Independent Firm Lake Mary Based Certified Planners Local expertise Client-first approach Multi-credentialed CFP™ pros Experienced Team Decades of combined experience

  3. Why Choose a Local Advisor? Local Insight Understanding Lake Mary's unique financial landscape Regional expertise with national-level knowledge Direct access to your dedicated advisor Personalized service tailored to Florida residents

  4. Our Core Services Investment Management Retirement Planning Grow your wealth Secure your future Insurance Planning Protect your assets Tax Planning Estate Planning Business & real estate strategies Secure your legacy

  5. Helping Business Owners Thrive Long-term Success Strategic growth planning Business Succession Seamless ownership transition Tax Strategies Specialized for entrepreneurs

  6. Real Estate Tax Planning Experts Strategic Tax Planning Asset Protection Specialized strategies for property owners and investors Safeguard real estate investments Structured ownership arrangements Maximize deductions and minimize liability Wealth Transfer Florida-specific estate planning Efficient property inheritance strategies

  7. Our Personalized Approach Assess Listen Comprehensive analysis of your financial picture Understand your unique goals and dreams Communicate Strategize Transparent updates and proactive guidance Custom solutions for your specific situation

  8. What Our Clients Say? "Enlightening and supportive" "Feeling at ease about finances" "Built on trust and results" — Amelia D. — Long-term client relationships — Kelly S.

  9. Let's Plan Your Future Today 407-712-6780 1 1019 Complimentary Consultation Direct Contact Office Suite No obligation financial review Speak with an advisor Lake Mary location 1515 International Parkway, Suite 1019, Lake Mary, FL team@breenfinancial.com • www.breenfinancial.com

  10. Thank You Partnership Building lasting relationships Guidance Navigating financial decisions Success Achieving your financial goals We look forward to helping you secure a confident financial future

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