Breen Wealth Management

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200 Kentucky St Ste C
Petaluma, CA 94952
+1 (707) 595-6556
https://breenwealth.com

Breen Wealth Management, LLC has been providing comprehensive wealth management services to the residents of Petaluma, CA and beyond since 2009, catering specifically to the Millionnaire Next Door.

With a focus on simplicity and sophistication, Breen Wealth Management offers personalized financial solutions designed to help clients achieve their financial goals, backed by a team of experienced professionals.

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5.01 reviews
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Grant G.
6/20/2019

My wife and I own a business and some real estate and want to retire in a few years. Brian and his team met with us and quickly shifted these investments down to the key metrics to help chart a...

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