- Breese Financial Group, LLC
- North Carolina
- (980) 224-3613
Jeremy Bryant 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 has recently been seen on Fox,
NBC, Market Watch, The Boston Globe, Yahoo Finance and more for his company’s retirement planning process in dealing with inflation and taxes.
Jeremy is married with 4 children. Jeremy loves spending time with his family, friends and church family. He also enjoys the outdoors and watching movies.
Financial planning and investment advisory services offered through Redwood Private Wealth Management an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov
LICENSES & ACCREDITATIONS
- Chapter President & Financial Coach w-AFEA
- Senior Financial Consultant
- Retirement Specialist
- Insurance licensed in NC, SC, NH, GA, PA, OH, FL, MO, LA
- Wealth Management in all 50 states
- Estate Planning in all states except LA
AREAS OF EXPERTISE
- WEALTH MANAGEMENT
- LIFE INSURANCE
- LIVING BENEFITS
- TAX PLANNING
- ESTATE PLANNING
- ISR (Income Stabilization) PLANNING
- LONG-TERM CARE INSURANCE