Breen Financial Management - Lake Mary (FL)

Justin Dear Dan was fantastic with helping me decide on how to best use my financial settlement and made sure to stay in contact after it was over to make sure everything was smooth. Definitely recommend him!

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Mo Austin I absolutely loved the staff!! Ms. Allende was very helpful, kind, and professional from beginning to end. They informed me of every step of the way. I would recommend this to anyone of help with your loans you will not regret it.

Aliyah Bradley Bobbie and Debbie are both the sweetest and most helpful people at the Cross City branch. Definitely recommend.

Deyanira Torres Love it. Excellent service and very kind.

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

Sandra LaFlamme EJ is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that anyone I refer to EJ will have their long terms goals met and well tended by him.