Breese Financial Group LLC
Investing
Why pick this one
Breese Financial Group LLC offers personalized financial strategies and has a founder with over 20 years of experience in financial consulting.
Best for
- individuals seeking personalized financial planning
- people needing assistance with retirement and estate planning
Look elsewhere if
- clients needing immediate investment returns
- those looking for purely transactional investment services
Specialties
- financial planning
- retirement planning
- estate planning
- tax planning
Certifications
- Fiduciary
What makes them different
- Fiduciary duty to act in clients' best interests
- Founder Jeremy D. Bryant has been an advisor since 2001
- Offers a free initial strategy session
- Emphasizes financial education and empowerment
- Personalized financial strategies based on client objectives
- Years in business
- 12
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 210 Deal Estates Dr, China Grove, NC 28023-4603
- Phone
- +17048592555
- Website
- https://www.breesefg.com/
- info@BreeseFG.com
Services
- wealth management
- investment planning