Financial Advisors
Orlando, FL
Burgos & Brein Wealth Management is an independent wealth management firm with 16 years of specialized experience serving clients in Orlando and surrounding areas. They specialize in Veterans' Aid & Attendance benefits, Medicaid planning, long-term care planning, retirement planning, asset protection, Medicare planning, and investment planning. Their team focuses on helping clients protect and grow their wealth across generations while navigating complex planning needs like VA claims processing and long-term care costs.
Ideal for: Veterans seeking VA benefits, individuals planning for long-term care, those needing Medicaid planning, retirees focused on wealth protection and generational wealth transfer
Service area: Orlando, Florida and surrounding areas
Veterans & Long-Term Care Specialists: 16 years of dedicated experience in VA Aid & Attendance benefits and Medicaid planning with expedited claims processing for veterans.
Independent & Unbiased Approach: As an independent firm, they provide customized financial solutions without company-specific bias, focusing solely on client needs.
Asset Protection Expertise: Specialized strategies designed to preserve wealth and prevent depletion from long-term care costs.
Address: 1060 Woodcock Rd Suite 117, Orlando, FL 32803
Phone: (866) 949-7675
Website: bbwmservices.com
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