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Burgos & Brein Wealth Management

1060 Woodcock Rd, Orlando, Florida, United States, 32803-3502

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Burgos & Brein Wealth Management Reviews (%countItem)

This law firm was awesome to work with They are caring and understand the stress a family goes thru trying to navigate the V.A. We had been denied once before trying to apply on our own. They got my mom 0ne year back pay and the benefits she deserved from my Dads service in the Navy. She will now receive his monthly benefits for the rest of her life. Thank You so Much

Burgos & Brein Wealth Management Response • Oct 05, 2020

Robert thanks for your trust. To clarify, we are an RIA firm, not a Law Firm. Please do not hesitate to reach out if you need anything.

I would like to say a great big thank you to the staff at Burgos & Brien for aiding me and my parents through this difficult time, we were able to secure the VA aide and attendance to help me provide the excellent care my parents deserve, I felt as tho I didn't know what, where or how to turn next and then Tressa and all the staff, would immediately get me headed the right way!!

Tressa and Deborah were very professional, and helped me through a very tedious process of getting my dad awarded the VA money that we needed so much. I highly recommend them and thank them so much. They have been there and continue to be.

I salute *** & Brein 's professional and highly competent staff for helping me successfully navigate through a rather complex application process for my 96 year old dad, a WW2 veteran. This was not my first experience with the VA but by far my most pleasant. Special kudos to Gabe ***, Matt ***, Tressa Henning & Debbie all of whom helped dad secure his VA benefits. God bless our veterans, God bless America!

Burgos & Brein Wealth Management Response • Sep 18, 2020

Thank you for your trust. Welcome to our BBWM family

Great company to work with they helped me with VA pension would highly recommend

Absolutely the best team of advisors throughout my mothers VA application process! Thank you Tressa and Matt for your undivided attention and reassurance in what was a very complex difficult situation! I could not have achieved this monumental success without your help! We will be forever grateful!
Thanks again!

Straightforward, we were guided through what would have been a complex matter to navigate on our own. Tressa was always responsive and very easy to work with. Would recommend to anyone considering their services.

Burgos & Brein Wealth Management Response • Sep 01, 2020

Thank you for your Trust

They were great in getting me the VA Aid and Assistance benefit for my parents. A special thanks to Tressa for help in guiding me through the paperwork. I couldn't have done it without her.

Burgos & Brein Wealth Management Response • Aug 27, 2020

Thank you for your Trust

Never in my wildest dream did I think I would have to place my husband's aunt in assisted living who was living with us. You never know what is around the next corner. I was recommended to Burgos and Brein by someone at the assisted living facility. Wasn't sure what to expect and how long the process would take. I was told if Burgos & Brein could not help, they would let you know and the consult was free. It was a win - win for me.

I was asked a lot of questions during the consult. I didn't commit immediately and asked if I could think about it and was told to take my time.

Tressa was amazing! She was very patient with me, while I had her on the phone filling out the paperwork. Once the paperwork was filled out, all I had to do was wait to hear from the VA. She kept her word when we would get notified from the VA and she was correct.

I highly recommend Burgos & Brein.

Thank you,
Linda M

Burgos & Brein Wealth Management Response • Aug 20, 2020

We appreciate you Linda

Burgos & Brein did an excellent job of guiding me through the entire process to obtain VA benefits for my dad. They were able to get him approved in just over three weeks! Gabriel and Tressa were very professional, answered all of my questions and made an overwhelming process so much easier for me. I would highly recommend this firm for anyone needing help with this process.

Having placed my 95 year old mother in assisted living was a tough decision. I didn't know what I didn't know. Having found out she was eligible for some VA benefits due to my father's military service was so very helpful, but I didn't know where to start!!! Burgos and Brein were so very helpful and walked me through the entire process. They helped with all the paperwork and continued to follow up through the entire process. They were professional and so very knowledgeable and helpful. I would highly recommend them.

Burgos & Brein Wealth Management Response • Aug 12, 2020

Thank you Maureen for your Trust. We are here to help. Remember you are now part of the BBWM family. Reach out anytime.

What a great firm to work with. They really know how to work the VA system. They were able to obtain the VA monthly payment due a veteran's widow. I am thankful for their help and recommend them to anyone working with the VA.

Burgos & Brein did an incredible job of helping me obtain Veterans Aid and Attendance benefits for my mother. Tressa guided me through the entire process. The required documentation would have been overwhelming for me if she had not patiently guided me through the process. She was incredibly courteous, responsive and professional during the entire engagement. And I received approval for my mother within 90 days, during this Covid-19 period. I am amazed that Burgos and Brein was able to get it through the VA bureaucracy during a pandemic. I would highly recommend them for any wealth management issues. They are a "best-in-class" organization!!

Mike P.

Easy to work with as long as you fully understand process and structure. Was very happy with outcome and status reports. People easy to work with.

We had to make the difficult decision to place my mother in memory care, and Burgos & Brein Wealth Management did an incredible job of helping me navigate the paperwork for VA benefits to help pay for her care. I don't know what we would have done without them. Thanks to their team, we received full benefits for my mom. I would highly recommend them!

Burgos & Brein Wealth Management Response • Jun 22, 2020

Thanks for your Trust Vicki. Reach out anytime.

A great company with many outstanding employees. Very diligent and worked hard to get to our goal. Highly recommend this great company!

Burgos & Brein Wealth Management did an excellent job of guiding us through the regulations and requirements relative to obtaining VA benefits. They had us approved in less then 30 days which is unbelievable!!!! They were very attentive, successful, very professional and responsive along the way. I would recommend them highly for anyone needing help in maneuvering through this process.

The entire team at Burgos and Brein are extremely professional in their customer service and their results. Through their diligence and expertise, they helped us get through the technical details of the *** resulting in benefits for my mother. Thank you Burgos and Brein

Burgos & Brein Wealth Management Response • Jun 11, 2020

Thank you Doug for trusting in us. Hope the funds help the veteran or spouse the care they need

Burgos & Brein Wealth Management did an excellent job of guiding us through the maze of regulations and requirements relative to obtaining VA benefits. It was a long process but they were successful and were very professional and responsive along the way. I would recommend them highly for anyone needing help in maneuvering through this project.

Burgos & Brein Wealth Management Response • Jun 11, 2020

Thank you David for your Trust. We are always here for you. Don't forget you have a life time of support, so don't hesitate to call.

I reached out to Burgos and Brein for assistance with applying for VA benefits for my mom. Tressa was there for me every step of the way. It was a long and frustrating process, but I am happy to say that mom finally was awarded benefits. I owe a world of thanks to B&B and especially Tressa.

Burgos & Brein Wealth Management Response • May 21, 2020

Thanks for your patience Pam. Glad we got through it! Don't hesitate to contact us if you need anything!

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Address: 1060 Woodcock Rd, Orlando, Florida, United States, 32803-3502

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