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Breen Financial Management, Inc. is an independent wealth management firm based in Lake Mary, FL, specializing in tax and wealth management solutions for businesses, real estate, and retirement. With a team of experienced Certified Financial Planner professionals, they prioritize their clients' financial best interests and work closely with them to achieve their financial, retirement, tax, and estate planning goals. Committed to building long-term client relationships, Breen Financial Management aims to become a trusted planning partner for life. They offer a range of specialized services, including asset allocation, business succession planning, charitable giving, estate planning, insurance, investments, and retirement planning, helping clients make informed financial decisions for a solid future.Generated from the website

Wolfe Financial Group is a financial services firm based in Lake Mary, FL, specializing in providing personalized wealth management solutions to individuals and families. With a focus on long-term financial planning, the firm offers a range of services including investment management, retirement planning, and estate planning. Committed to helping clients achieve their financial goals, Wolfe Financial Group takes a holistic approach to financial planning, taking into account each client's unique circumstances and objectives. By offering tailored strategies and ongoing support, the firm aims to empower clients to make informed decisions and secure their financial future. Generated from their business information