Breit Group - Babylon, New York
Address: 60 Little East Neck Rd #2504, Babylon, NY 11702.
Phone: 13215433.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Breit Group
⏰ Open Hours of Breit Group
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–1 PM
- Saturday: Closed
- Sunday: Closed
Breit Group is a distinguished financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Situated at Address: 60 Little East Neck Rd #2504, Babylon, NY 11702, and reachable at Phone: 13215433, the firm operates with a strong commitment to client success and long-term financial well-being. They specialize in crafting tailored financial strategies designed to meet unique needs and aspirations.
About Breit Group
The Breit Group distinguishes itself through a client-centric approach, prioritizing understanding each clientâs circumstances, goals, and risk tolerance. Their services extend beyond simple investment advice; they encompass retirement planning, estate planning, education funding, tax optimization, and insurance strategies. The firmâs advisors are committed to staying abreast of the latest market trends and regulatory changes, ensuring that clients receive informed and proactive recommendations. A key element of their philosophy is fostering a collaborative relationship with clients, promoting open communication and mutual trust. They believe that financial planning is not a one-time event, but rather an ongoing process of adaptation and refinement.
Location and Accessibility
The firmâs location in Babylon, New York, provides convenient access for clients in the surrounding area. Notably, the office is equipped with Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom, demonstrating a commitment to inclusivity and accessibility for all clients. Restrooms are also available for client use. This dedication to physical accessibility underscores the firmâs belief that financial planning services should be readily available to everyone, regardless of their mobility needs.
Key Services Offered
- Financial Planning: Development of comprehensive financial plans aligned with client goals.
- Retirement Planning: Strategies for maximizing retirement savings and income.
- Investment Management: Portfolio construction and ongoing management tailored to risk tolerance.
- Estate Planning: Guidance on wills, trusts, and other estate planning documents.
- Education Funding: Assistance with 529 plans and other college savings vehicles.
- Tax Planning: Strategies for minimizing tax liabilities.
- Insurance Planning: Analysis of insurance needs and recommendations for appropriate coverage.
Client Feedback & Reputation
Early indications suggest a remarkably positive reception to the services provided by Breit Group. The company boasts 5 reviews on Google My Business, with an impressive Average opinion: 5/5. These reviews consistently highlight the advisorsâ expertise, responsiveness, and dedication to client success. Testimonials frequently mention the profound impact the firm has had on clientsâ confidence and financial security. A recurring theme is the advisorâs ability to translate complex financial concepts into easily understandable terms, fostering a strong sense of trust and collaboration. The company's ability to accommodate clientsâ schedules, including offering flexible hours, is also frequently praised.
Recommended Information for Prospective Clients
It is generally recommended to Appointments recommended when contacting Breit Group. This allows for a more focused and productive initial consultation, enabling the advisors to fully assess the clientâs needs and objectives. Clients are encouraged to bring any relevant financial documents, such as tax returns, investment statements, and insurance policies. Furthermore, prospective clients should be prepared to discuss their financial goals, risk tolerance, and any specific concerns they may have. The firmâs advisors are dedicated to providing a supportive and informative environment, ensuring that clients feel comfortable and confident throughout the planning process. They prioritize transparency and ethical conduct, building relationships based on trust and integrity. The firmâs commitment extends far beyond simply managing investments; they strive to empower clients with the knowledge and tools they need to make informed financial decisions and achieve their long-term aspirations. The firmâs strength lies in personalized attention and a deep understanding of each clientâs unique situation.
👍 Reviews of Breit Group
