Burgos & Brein Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Burgos & Brein Wealth Management is an independent financial services firm based in Orlando, Florida. The organization offers a broad spectrum of financial resources to clients without allegiance to any specific company or product, enabling a focus on clients’ individual needs and goals. Its emphasis includes tax planning, retirement planning, and estate conservation as priorities across a range of ages and income levels, with the aim of helping clients identify and pursue opportunities that might otherwise be overlooked.
The firm serves individuals and families seeking guidance on complex financial strategies, positioning itself within the financial services industry as a non-biased advisor. Although small in size, Burgos & Brein operates from a local base in central Florida and presents itself as a resource for planning and protection across different life stages, leveraging independent access to a wide array of options.

Sign up for free to view info

Company overview Email format