Is Your Check Engine Light On?

We’ll Prepare a FREE Financial Diagnostic

The recent volatility and economic downturn means your portfolio might be showing some flashing lights. If you’re wondering if you’re still on track after investment losses, let’s talk.

During your FREE Financial Diagnostic, we will:

  • Analyze your portfolio to determine if you’re taking too much risk (and what you should do about it)
  • Investigate the fees you’re paying (many of them are hidden)
  • Assess whether you’re still on track for retirement (and what you need to do)
  • Evaluate your current strategies in light of the “new normal” economic situation

Complete the form below to request your FREE Financial Diagnostic!

Jeremy D. Bryant
Breese Financial Group LLC

Founder/President/Senior Financial Planner

Advisor & Financial Planner since 2001

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

Currently, also the COO & co-Founder for AFEA – American Financial Education Alliance – Not for Profit 501(c)3 – organization that provides financial literacy classes nationally.   Creator and curator of course content and coach to instructors teaching financial literacy to the public. 

Jeremy loves solving puzzles and problems – Every client, current & new, brings a new puzzle.  Sometimes that puzzle only needs a little help, other times it needs a lot of help, he just wants to help you with your puzzle any way he can.

Jeremy is from New Hampshire but since 2001 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.

Request Your FREE Financial Diagnostic