Wealth Management And Investments | Breese Financial Group

About Breese Financial Group LLC

We are dedicated to your situation and your specific financial needs. We have a fiduciary duty to put clients' financial interests first and act in their best interests. As Fiduciaries we are held to the highest standards of conduct and must always act in the best interest of our clients.

We understand that everyone’s expectations are different, and we know that your financial struggles and concerns are real and immediate. What you enjoy, where and how you save or spend your money, and your personal desires and goals when it comes to that money are important.

We want to help minimize those retirement struggles and concerns.

Our goal is to educate and empower you to live your own financial freedom.

Jeremy D. Bryant

Founder | President | Senior Financial Consultant | Fiduciary

Advisor & Financial Consultant since 2001

Graduated from Saint Anselm College Magna Cum Laude – with a biology degree with Pre-Med emphasis.

In addition to running Breese Financial Group from 2011 through 2022 Jeremy served as the co-Founder & COO of a financial literacy 501(c)3 non-profit organization – American Financial Education Alliance – where he was primarily the creator and curator of course content and coach to instructors for teaching financial literacy to the public.

Jeremy left as he felt a greater pull to help people directly learn how to properly build and maintain their wealth and legacy through education and planning in 3 phases of finance, 1.) Financial Planning and Management, 2.) Estate Planning and 3.) Tax Planning.

Jeremy is originally from New Hampshire, since 2001 he has lived in the greater Charlotte, NC area with his wife, 4 children. Jeremy enjoys watching movies, enjoying the outdoors and spending time with his family.