Jackie Breed
Financial Advisor
State(s) Licensed: CO, MT, TX, WY
Phone: 307-224-9196
Address:
935 Pendell Blvd #460
Mills, WY 82644
State(s) Licensed: CO, MT, TX, WY
Let's provide you with financial clarity.
As a financial advisor, I work with clients to build strategies that help them confidently navigate their financial journey. The right guidance can help you achieve your goals and dreams. Everyone deserves a financial plan.
I can be your guide in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death and disability
- Charitable giving
- Tax-efficiency
- Wealth transfer
- Group and individual benefit plans
Contact my office to set up an appointment, or to learn more about how I can help you achieve financial clarity. No client is too far, we can also meet over video chat to save you the travel.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Mills Office
- Phone:
- 307-224-9196
Hours
M – F: 9 a.m. – 5 p.m.