Breen Wealth Management, LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 200 Kentucky St Ste C, Petaluma, CA 94952
- Phone
- (707) 595-6556
- Website
- breenwealth.com
- County
- Sonoma County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–2 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning and investment guidance in Petaluma? Breen Wealth Management, LLC helps individuals and business owners build a clear path toward their financial goals.
We start by focusing on the metrics that matter most to your plans, then chart a course toward the lifestyle you want, including retirement timing. Our planning work uses modern technology to model a range of possible outcomes, so you can see both the best and worst cases with your comfort for risk in mind.
We take a personal approach for clients across Petaluma and Sonoma County, and we stay responsive when you need us, whatever the question. Many of our clients have worked with us for years, and we're glad to be a steady resource as your needs change.
Book through our booking page to schedule a conversation with us.
We start by focusing on the metrics that matter most to your plans, then chart a course toward the lifestyle you want, including retirement timing. Our planning work uses modern technology to model a range of possible outcomes, so you can see both the best and worst cases with your comfort for risk in mind.
We take a personal approach for clients across Petaluma and Sonoma County, and we stay responsive when you need us, whatever the question. Many of our clients have worked with us for years, and we're glad to be a steady resource as your needs change.
Book through our booking page to schedule a conversation with us.