Breakaway Financial Group LLC

Breakaway Financial Group LLC is a client-focused financial advisory firm led by a CERTIFIED FINANCIAL PLANNER. The team emphasizes a holistic approach, assessing clients' Investment Positioning, Tax Planning, Estate Planning, and Cash Flow Management needs. They prioritize getting to know their clients personally, allowing for tailored investment strategies that align with both short and long-term goals. Clients appreciate the clear guidance provided by the team, which helps maximize returns and ensures consistent communication for any clarifications or assistance. Breakaway is known for making tax filing easy and fostering trusting relationships, allowing clients to feel confident in their financial decisions. With reasonable fees and a commitment to understanding each client's values and priorities, Breakaway Financial Group has earned high recommendations for those seeking a dedicated and comprehensive financial advisor.