Breckenridge Financial Services was established in 1995 to provide financial wellness to individuals and businesses within the community. Bill began working as a financial planner immediately after graduating from Grand Valley State University. Since then, he has helped hundreds of individuals reach their financial goals and effectively manages over $85 million using the AIF® (Accredited Investment Fiduciary) approach to portfolio management. Please contact us for a visit to discuss your financial and investment needs.
View Top Employees from Breckenridge FinancialWebsite | http://www.breckenridgefinancial.com |
Revenue | $1 million |
Employees | View employees |
Address | 330 Town Center Dr Ste 925, Dearborn, Michigan 48126, US |
Phone | (313) 336-3100 |
Fax | (313) 336-3101 |
Technologies | |
Industry | Credit Cards & Transaction Processing, Finance |
Competitors | Covenant Wealth Advisors, ECL Private Wealth Management, G9 Financial, Gerber Kawasaki Wealth & Investment Management |
SIC | SIC Code 73 Companies, SIC Code 738 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 522320 Companies, NAICS Code 52232 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies |
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The Breckenridge Financial annual revenue was $1 million in 2023.
Breckenridge Financial is based in Dearborn, Michigan.
The NAICS codes for Breckenridge Financial are [52, 522320, 52232, 5223, 522].
The SIC codes for Breckenridge Financial are [73, 738].