BREEZE WEALTH & INSURANCE SOLUTIONS
Financial Services
California, Ca, United States
31 employees
- Employees
- 31
- Contacts
- 1
- Emails
- 1
- Phones
- 1
BREEZE WEALTH & INSURANCE SOLUTIONS Overview
- Headquarters
- California, Ca, United States
- Website
- www.breezewealthmanagement.com
- Industry
- Financial Services
- Employees
- 31
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About BREEZE WEALTH & INSURANCE SOLUTIONS
Breeze Wealth & Insurance Solutions is located in Southern California assisting clients all throughout the nation with thoughtful financial planning in meeting their retirement and money management goals. BWM has partnered with multiple multi billion dollar insurance carriers, who offer numerous financial services & World Class technology solutions to insurance and wealth advisors nationwide. Our team of talented men & women secured over $1 Billion of retirement funds annually. We have successfully shielded the retirements of thousands of clients where their hard earned money is protected from the volatility of the stock market and still grows consistently with financial vehicles, we feel, are second to NONE. When Do You Plan On Retiring? What Is Most Important To You In A Retirement Plan? What kind of legacy are you looking to create? At BWM, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. Knowing their hard earned money is always going to be secured & protected, our clients can spend less time worrying about what their money is doing, and spend more time enjoying their lives. This is our sole purpose for existing.
BREEZE WEALTH & INSURANCE SOLUTIONS Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
BREEZE WEALTH & INSURANCE SOLUTIONS Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Parrisha Ford | Conway, South Carolina, United States |
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| Johnny Gurley | Currently Seeking Employment | Robbins, Illinois, United States |
Email
Phone
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| Shantarell Brown | Claims Processor @ Ia Financial Group |
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| Ninous Slaiw | Financial Advisor |
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|
Employees by Management Level
Individual contributor
3 profiles
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