Plan Today, Relax Tomorrow
Build Long-Term Security Through Reliable Financial Solutions
Prepare for a comfortable retirement with tailored strategies, annuity solutions, and personal guidance from seasoned financial advisors. Let’s build a secure financial future and turn your retirement dreams into reality—starting now.
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Custom Planning
Every financial strategy is designed around your individual needs, life stage, and retirement goals.
Trusted Guidance
Decades of experience helping clients make informed decisions for a more secure tomorrow.
Long-Term Value
We focus on stability, preservation, and growth to support your future through every season of life.
About Us
Your Partner in Lifelong Financial Confidence
Breen Financial Management specializes in helping individuals and families prepare for a secure future with thoughtful retirement planning, annuities, and financial management. Our approach is rooted in transparency, trust, and a genuine dedication to your long-term success. We take the time to understand your personal values, financial goals, and concerns before building strategies tailored specifically for you. Our guidance is always clear and practical, designed to simplify complex decisions so you can move forward with confidence. Whether you’re approaching retirement or planning decades ahead, we’re committed to providing ongoing support and honest advice every step of the way.
Support for Your Financial Future
Retirement Planning Made Simple
Your financial journey doesn’t have to be overwhelming. We’re here to answer your questions, explain your options, and create a plan that aligns with your goals. Whether it’s retirement planning or annuity selection, you’ll receive straightforward support and guidance—built around your priorities and future comfort. Let’s move forward, together.
Financial Services In Lake Mary FL
Retirement Planning
Financial Advisor
Annuities
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Start With A Plan
Understanding your retirement options starts with a no-pressure conversation. Let us review your needs and provide a custom quote based on your financial goals. Whether you’re interested in annuities, income protection, or retirement planning, we’ll walk you through the next steps clearly and professionally. Your future deserves the right plan today.
Get in touch
Connect With Breen Financial Management
Ready to take the next step? Reach out to us with your questions or to schedule a consultation. We make it easy to start planning for your future—whether you prefer a quick call, email, or in-person meeting, we’re here to help you every step of the way.
- (407) 712-6780
- team@breenfinancial.com
- 1515 International Pkwy STE 1019, Lake Mary, FL 32746, United States
Our Client’s Feedback
What Our Clients Say
Clients choose us for our personalized approach, transparent communication, and ongoing support. They appreciate the peace of mind that comes from working with people who truly care about their retirement goals and long-term wellbeing.
Amelia Dechart
Client
Each and every meeting with Breen Financial is enlightening and supportive. I feel more confident about my financial situation. Thanks Breen