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BURGOS & BREIN WEALTH MANAGEMENT photo
BURGOS & BREIN WEALTH MANAGEMENT photo
BURGOS & BREIN WEALTH MANAGEMENT photo
BURGOS & BREIN WEALTH MANAGEMENT photo
BURGOS & BREIN WEALTH MANAGEMENT photo

BURGOS & BREIN WEALTH MANAGEMENT

Address: 1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
VA Benefits Assistance Aid and Attendance Application $500 - $800 Call to Book
VA Pension Assistance $400 - $700 Call to Book
POA Preparation $200 - $400 Call to Book
Estate Planning Trust Creation $1000 - $2000 Call to Book
Trust Modification $500 - $1000 Call to Book
Will Preparation $300 - $600 Call to Book
Client Consultation Initial Consultation $0 - $100 Call to Book
Follow-up Consultation $100 - $200 Call to Book
Phone Consultation $50 - $150 Call to Book

What people love

From reviews
Efficient process(5) Professional assistance(5) Knowledgeable staff(5) Quick responses(4) Patient guidance(4) Great customer service(3) Successful applications(3) Thorough paperwork handling(3) Timely results(3) Guidance through paperwork(3)

About this business

Burgos & Brein Wealth Management was founded by Gabriel Burgos. Gabriel Burgos decided to begin his own business after working in financial services for a long time to better meet his clients' requirements. They are an independent firm that provides a variety of financial services to clients. Burgos & Brein is not partial to any specific product or company, so they can solely focus on their client's interests. Whether you are preparing for retirement, currently retired, or seeking the truth about your financial future, Burgos & Brein can help. Whether you are seeking to boost your retirement income, cut taxes, get the most out of your Social Security, make an estate plan, or leave a lasting legacy for your heirs, we can assist you. Seniors and veterans can also benefit from our expertise in care preparation, notably concerning Medicaid and VA Aid and Attendance Pension. This is why Burgos & Brein Wealth Management offers a free consultation to help you realise how we can change your life. Financial strategies can be perplexing. Many people believe they are too complex and challenging to fully comprehend. These misunderstandings can cause you to overlook many opportunities. You may be overlooking some chances to accomplish your financial objectives. Save and make more money by contacting Burgos & Brein at (561) 218-0000 or visiting burgosbrein.com. Estate preservation, tax preparation, and retirement planning must happen at any age and income level. Consulting a financial planner early may prevent a lot of issues later.

Reviews Summary

Burgos & Brein Wealth Management receives highly positive testimonials for its VA Aid & Attendance application services. Clients express gratitude for the professional, patient, and efficient support that they received during the application process. They mention Deborah as an valuable guide and assistance provider who made what might be a complicated brief procedure more accessible to the family. Several people thank the team as a whole for promptly and calmly addressing their questions and concerns throughout. Most importantly, the results are important, as most reviewers mention that they were stress-free when their loved ones were able to receive the benefits they needed for vital long-term care. The overall sentiment among the feedback is that people have received sound, empathetic, and transformative support that they highly recommend to anyone in similar circumstances but find it overwhelming.

Location & directions

Orlando, Florida
BURGOS & BREIN WEALTH MANAGEMENT
Wealth Management Companies
Address
1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA
Hours
Closed Now
BURGOS & BREIN WEALTH MANAGEMENT Reviews · 5.0 average
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