BURGOS & BREIN WEALTH MANAGEMENT - Orlando, Florida

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Burgos & Brein Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial guidance, Burgos & Brein Wealth Management stands as a reputable choice. Located at 1060 Woodcock Rd Suite 117, Orlando, FL 32803, United States, and reachable at Phone: 8669497675, this firm specializes in providing financial planning and financial consulting services. Their website, Website: bbwmservices.com, offers a valuable portal for further exploration of their offerings.

Core Services and Expertise

Burgos & Brein Wealth Management distinguishes itself through a commitment to building long-term relationships with its clients. They operate on the principle of understanding each client’s unique circumstances, goals, and risk tolerance. Their services typically encompass:

• Retirement Planning: Developing strategies to secure a comfortable retirement.
• Investment Management: Constructing diversified portfolios aligned with individual objectives.
• Estate Planning: Guiding clients through the complexities of estate distribution and wealth transfer.
• VA Benefits Assistance: A notable area of expertise, as evidenced by numerous client testimonials highlighting their success in navigating the process of accessing veteran’s benefits.

Accessibility and Client Experience

Burgos & Brein Wealth Management demonstrates a strong commitment to client accessibility. The office is designed to be wheelchair-accessible, boasting a wheelchair-accessible car park and wheelchair-accessible entrance. Restrooms are also available, and appointments are required, though appointments are strongly recommended to ensure focused attention. The firm offers both online appointments and traditional on-site services, catering to diverse client preferences.

Positive Reputation and Feedback

The company maintains a high level of client satisfaction, as reflected by its impressive 4.9/5 average opinion on Google My Business, based on 77 reviews. This positive feedback suggests a dedication to transparency, thorough communication, and a client-centric approach. It’s clear that the firm places a significant emphasis on keeping clients informed throughout the entire process, particularly regarding complex matters like VA benefits. The detailed explanations provided appear to be a key element of their service.

Important Contact Information

| Feature | Detail |
|--------------------|---------------------|
| Address | 1060 Woodcock Rd Suite 117, Orlando, FL 32803 |
| Phone | 866-949-7675 |
| Website | https://bbwmservices.com/ |

Final Recommendation

Based on its demonstrated expertise, commitment to accessibility, and overwhelmingly positive client feedback, Burgos & Brein Wealth Management appears to be an excellent resource for individuals seeking sound financial guidance. We strongly encourage anyone considering a financial planner or financial consultant to visit their website at bbwmservices.com to schedule a consultation and explore how their services can help you achieve your financial goals. Taking the first step toward securing your future is a prudent investment, and Burgos & Brein Wealth Management presents itself as a reliable partner in that journey.

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👍 Reviews of BURGOS & BREIN WEALTH MANAGEMENT

Jim W.

5/5

Burgos and Brein Wealth Management provided excellent assistance in getting our father benefits from the VA! They explained all details thoroughly and kept us informed throughout the entire process! Great experience and would definitely recommend their service!

W T.

5/5

After my dad’s passing my mom needed full time care. Social security doesn’t even cover half of memory care. I needed to apply for VA Benefits to help with the financial aspect for caring for an Alzheimer’s patient. Burgos and Brein helped with that. They walked me through the application process, help me gather all the necessary paperwork and documentation. Answered my endless questions via email and phone. They basically held my hand through the entire process. After 7 months I received a letter that my application (on behalf of my mom) was terminated. They helped me again with the appeal process, continued to help me put together documentation and paperwork. Then finally after 14 months of waiting, we were awarded the assistance. It was a long tedious and often frustrating process but I did not have to do it alone! The only thing that was off the mark was the application timeline. I was told three months, it took 14. This is the only thing they could have done better, but when it comes to the government, who can really tell how long anything will take. Would I recommend them, absolutely!!! But keep your expectations realistic when it comes to anything to do with the government.

Mary A. D. R.

5/5

Burgos and Brein make managing finances easy and stress-free! They’re super knowledgeable, especially with the VA, always keep me in the loop, and really care about helping me reach my goals. Highly recommend working with them!

Joan H. E.

5/5

Burgos and Brein's team had been a great help to many Elders, Veterans and their families, and will surely continue to provide exceptional assistance to more people from today onwards.

Antonella A.

1/5

Although this company may be helpful with VA assistance, they were grossly negligent in advising my husband and I to buy into an insurance policy that generated tens of thousands of dollars in tax penalties. Gabriel Burgos lied to us numerous times and has refused to acknowledge his dishonesty, leaving us to deal with the IRS and a whole life policy that we did not want. New clients, be wary of this company trying to sell you products that you don't need just to generate commission.

Cheryle K.

5/5

Burgos and Brein were incredibly helpful with the process to receive VA Aid and Attendance for my mom before she passed.
The staff is very professional and knowledgeable and were able to guide us through this challenging process.
Highly recommend Burgos and Brein.

Mike O.

5/5

Highly recommended to help with VA Aid and Attendance benefits claims! The staff are all professional, and Gabriel gives great financial advice.

peter M.

5/5

On 2 separate occasions I have used Burgos and Brein to help navigate coverage and benefits related to my 96YO mother. They made the process easy and understandable. The professional responses and timely updates eased any concerns about getting the best results for mom. Burgos and Brein will treat you like family.