ADDITIONAL INFORMATION

Investment Strategic Partners

Burgos & Brein proudly partners with professional money management Gradient Investments, LLC. GI is an SEC registered investment advisor offering exclusivity to its strategic investment partners across the country and strives to provide independent investment advisors and their clients a progressive portfolio management suite through an active approach to risk management.Gradient Investments, LLC has built their team around seasoned investment professionals, each with over 20 years of institutional investment experience and a deep working knowledge of the individual client market.

          Meet the Gradient Investment Team

Three Steps to Investment Success

 

            3 Steps to Investment Success: Frame a Vision, Create a Plan, Exercise Patience by Mike Binger. CFA, Senior Portfolio Manager Gradient Investments, LLC and Mariann Montagne, CFA, Senior Analyst Gradient Investments, LLC.

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park with time proven strategic partners.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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