Breeze Financial Group
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.
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Verified contacts
16
available on Kipplo
LinkedIn employees
25
51 to 200 range
Open roles
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no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- TD
Trevor Deshaw
Breeze Wealth Advizor · Finance & Accounting
EmailPhone - JG
Johnny Gurley
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 16 verified contacts
Top roles at Breeze Financial Group
10 distinct titles indexed · top 10 shown.
- 4life insurance agent
- 2financial advisor
- 2life insurance specialist
- 1breeze wealth advizor
- 1buisness partner
- 1financial service specialist
- 1founder & ceo
- 1license life broker
- 1senior advisor
- 1vp of growth
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