Breen Wealth Management, LLC

5(2 reviews)Petaluma, California

Open ⋅ Closes 4:30 pm
9 am–4:30 pm
Closed on Sunday, Saturday

Managing your wealth isn't supposed to be a burden. You deserve to enjoy life confidently! Our independent, "Fee-Only" fiduciary structure, team approach, and high caliber of wealth management experience delivers confidence and freedom for you to do just that, enjoy life.

Accounting Services in Breen Wealth Management, LLC

Financial planner
Financial consultant
Investment service

Accessibility at Breen Wealth Management, LLC

Wheelchair-accessible car park
Wheelchair-accessible toilet

Business Hours for Breen Wealth Management, LLC

Sunday: Closed
Monday: 9 am–4:30 pm
Tuesday: 9 am–4:30 pm
Wednesday: 9 am–4:30 pm
Thursday: 9 am–4:30 pm
Friday: 9 am–2 pm
Saturday: Closed

Find Breen Wealth Management, LLC on Google Maps

200 Kentucky St, Petaluma, CA 94952, United States

Customer Reviews for Breen Wealth Management, LLC

Reviews

5(2 reviews)

Dirk Ditmer

Jun 9, 2023on

Breen Wealth is awesome. I am one of their "problem childs" (out of state, etc). But whatever I need, whenever I need it, their response is immediate, helpful and courteous. Have been a client for years and have never had a complaint about them. Highly recommended.

Grant Garl

Jun 21, 2019on

Brian and his team met with us and quickly shifted our investments down to the key metrics to help chart a course to retire at our present lifestyle. My wife and I own a business and some real estate and want to retire in a few years. We were very impressed...plan to make them part of our professional advisors. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Would highly recommend Breen Wealth Management.