Breen Wealth Management, LLC

Services Offered

• Retirement Planning
• Investment Management
• Wealth Management

About

Breen Wealth Management is a financial planning firm located in Petaluma, California. They specialize in providing comprehensive wealth management services, including retirement planning and investment guidance. As a fee-only fiduciary, they prioritize their clients' best interests, ensuring that financial management is a source of confidence rather than a burden. The firm serves individuals and families looking to enjoy life while effectively managing their financial resources.

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