Breakaway Financial Group LLC
Hours:
887 Johnnie Dodds Blvd #213, Mt Pleasant SC 29464 Hours
About 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.
Most Recent Reviews
April 2024
They provided clear guidance on maximizing returns and were consistently responsive whenever we needed clarification or assistance. Their expertise greatly contributes to our success.
April 2024
Patrick and his team are GREAT! Filing taxes made easy. Not only that, I trust them to manage my money and make suggestions for our growth.
September 2023
Breakaway has been fantastic to work with. They really get to know you so they can personalize your investments to meet your goals short and long term.
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