Breakaway Financial Group LLC
Hours:
887 Johnnie Dodds Boulevard Suite 213, Mount 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
-
May 2026
My husband and I have been using Patrick for the almost 3 years and he is a top notch CPA. We have a business, FT employment, and other LLCs and he navigates it so well and educates us along the way. He is worth the investment!
-
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.
More Comments(13)
You May Also Like
-
Mount Pleasant, South Carolina
