Tampa Bay
Burgos & Brein Wealth Management
Consultant
37.13
37.13
Overview
We are the leading wealth management and retirement planning firm specializing in VA Pension Assistance, Medicaid, and Long-Term Care Planning.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
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Quality
Innovativeness
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This location is a leading wealth management and retirement planning firm, catering to the Lakeland City community. They specialize in helping clients navigate complex financial issues such as VA Pension Assistance, Medicaid, and Long-Term Care Planning. The team is well-versed in providing clear explanations and taking the time to understand each client's unique needs.Clients appreciate the responsive and professional service, making it easy to work with them. The communication is excellent, with clients feeling well-informed throughout the process. The firm's value proposition is clear, and clients feel they receive excellent value for their money. The team's thoroughness and attention to detail are noteworthy, giving clients peace of mind.The physical space is wheelchair accessible, ensuring all clients can access the location easily. The firm's professional image is maintained through their website and phone support. While there are no major issues, the lack of information about their specific financial planning services and products is somewhat of a drawback.
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