GC Wealth Management

Primequest Wealth Management is a financial advisory firm based in Altamonte Springs, FL, with over 20 years of experience in helping clients understand and manage their money. Led by J Michael Bass, a Certified Financial Planner practitioner and Certified Investment Management Analyst, the firm specializes in working with small business owners and professionals, offering personalized strategies to make the best use of their existing resources. With a focus on providing better strategies rather than chasing higher returns, Primequest Wealth Management believes in helping clients achieve their financial goals by maximizing the potential of their current assets. Supported by Jennifer Zaleski, the Client Services Manager, who brings over 12 years of banking experience, the firm is dedicated to helping individuals and businesses achieve the financial future they aspire to.Generated from the website

Breske and Breske, Inc. is a reputable financial services firm based in Orlando, FL, with over 30 years of experience in providing comprehensive financial planning and wealth management services to both businesses and individuals. Led by Bob Breske, a seasoned wealth manager and planner, their dedicated team is committed to guiding clients on a personalized path towards achieving their financial goals. With a mission to build lasting relationships and provide personalized service, Breske and Breske, Inc. offer a three-step process that brings clarity and confidence to clients in managing their business and personal finances. Recognized in esteemed publications such as Bloomberg Businessweek, Fortune, and Money Magazines, Breske and Breske, Inc. stand out for their expertise and commitment to helping clients navigate the complexities of financial planning. Their services encompass business planning, retirement planning, insurance, and executive and employee benefits, ensuring that clients have the necessary tools and guidance to make informed financial decisions. Whether you are a business owner or an individual seeking financial security, Breske and Breske, Inc. are dedicated to providing the personalized service and expertise needed to help you achieve your financial goals.Generated from the website

The advisor listed is an Ameriprise financial advisor in Orlando. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Are you looking for ways to reach your financial goals in today's volatile market? Whether you're saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today's uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.