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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)

Burgos and Brein helped my mother apply for VA Aid and Attendance which resulted in an award. The staff was knowledgeable, professional and courteous. We highly recommend them. They are highly commended for such prompt response to any and all questions and communications. Sherri G.

Burgos & Brein Wealth Management Response • May 18, 2020

Sherri thank you for trusting in us, means a lot. We are appreciate you and your family and value you as clients. Anything you need, do not hesitate to contact our office.

We had struggled for over a year 1/2 & to try and get veterans benefits for my Dad. We hired the above company, They were timely in getting us some help, and guided us all the way. Their communication was excellent. Once the paperwork was submitted, we received a letter of approval in only three weeks. So thankful for their help. Highly recommend their services.

Kathy ***
Casselberry, Fl.

Burgos & Brein Wealth Management Response • Apr 28, 2020

Thank you Kathy for your trust. We are honored to help and serve our veterans. Remember you have a life time of on going support anytime you need us.

Very happy with cost and service. No surprises and lived up to everything discussed in consultation. Highly recommend.

Burgos & Brein Wealth Management Response • Feb 06, 2020

Thank you Sharon for your Trust.

We are very satisfied with their handling of my mother in laws affairs. They handled her Veterans Aid and made sure they stayed on top of the issue. She was just approved and we now will get some aid for her.

Burgos & Brein Wealth Management Response • Jun 19, 2019

Thanks Ron. We appreciate your Trust, glad we were able to help. Hope this money helps provide the care your mother in law deserves.

I contracted Burgos&Brein to file for Aid and Attendance benefits from the VA for my widowed Aunt. The filing for benefits is a document intensive process that requires knowledge of the VA system . They guided me thru the process and handled all submission. I fully relied on them and therir expertise. I highly recommend them . They are worth every penny and then some. They are dedicated professionals. Trust them completly!! Thank You B&B!!!
Angel C, LTC, USAF,Ret

Burgos & Brein Wealth Management Response • May 14, 2019

Angel, thank you for putting your Trust in us. Remember, we are always here for you and your family if you need us do not hesitate to contact us.

Burgos and Brein helped my mother apply for VA Aid and Attendance which resulted in an award. The staff was knowledgeable, professional and courteous. We highly recommend them.

Burgos & Brein Wealth Management Response • Dec 17, 2018

Thank you Ed. May this benefit help mom with the care she deserves. Blessings this Holiday season. Do not hesitate to reach out if you need us. Remember, you have a life time of on going support.

My wife and I contacted Burgos & Brein for assistance and guidance in obtaining VA Aid & Attendance pension to enable us to receive necessary
medical care in a controlled environment. They guided us every step of the process, answered every inquiry immediately, kept us apprised of any deadlines, and got our case thru the system (and approved) inside of a 2 month time frame. This choice was a no-brainer over attempting to do it myself. Thanks to the whole team, and especially our contact Matthew C.

Burgos & Brein Wealth Management Response • Nov 27, 2018

Thank you B family for trusting our team. We look forward to a long lasting relationship.

Burgos & Brein helped us with my father in laws VA Aid and Attendance application. It was approved in a month much faster than we anticipated. They are very professional and pleasant to do business with. From our first office visit with them we went in feeling very overwhelmed and left feeling very confident and at ease knowing we were in good hands! We will definitely do business with them for any other of the many future wealth management needs they offer. We have already recommended them to others before we even received the decision from the VA of that application! Thank you so much to the whole Burgos & Brein team!! Y'all have truly been a pleasure to do business with!!

Burgos & Brein Wealth Management Response • Aug 08, 2018

Thank you for the kind words. We appreciate you very much as clients. Don't forget, you have a life time of on going support, so DO NOT hesitate to call our office anytime. Warm Regards, Gabriel

Burgos and Brein managed my application for VA benefits for my disabled veteran brother. They were outstanding in their processing of all of the paperwork required. Their initial help and their follow up was great, and we were successful in getting a favorable decision from the VA in minimal time.

Burgos & Brein Wealth Management Response • Jul 18, 2018

Glad we were able to assist. Reach out anytime. Thank you!

We were referred to Burgos and Brein for assistance in filing my Dad's Veterans benefit for Aid and Assistance. They were professional, helpful and responsive to our questions. His claim was processed swiftly, thanks to their experience in the submittal package. I highly recommend them to anyone needing to process for VA benefits.

Burgos & Brein Wealth Management Response • Jul 11, 2018

Glad you had a good experience. Reach out anytime.

Burgos and Brein helped us in getting veterans aid and attendance for my father-in-law. It is an incredibly complex process and very, very difficult without professional help. What I liked is that they tell you the fee up front, and it's all-inclusive. There are no surprises later on, and they stay with you through the whole process. He received his award one month after we filed the application.

Burgos & Brein Wealth Management Response • Jul 03, 2018

It was a pleasure serving you. Please do not hesitate to contact us for any ongoing support.

Burgos & Brein helped me with my mom's VA Aid and Attendance benefit. All members of the organization are courteous and professional. They walked me through every step of the process and answered all my questions in a timely manner. They are extremely knowledgeable about this benefit and know exactly what forms and documents need to be procured. I felt very confident about having the application completed correctly with all the necessary corroborating paperwork. My mom's benefit was awarded within 6 weeks. I highly recommend Burgos and Brein Wealth Management.

Burgos & Brein Wealth Management Response • Jun 19, 2018

We appreciate your Trust in our company and we are glad your mother was awarded quickly. We are here anytime you need us, we are a phone call away.

My mom is an 88 year old wife of a veteran Burgos and Brein is was a delight to work with them in assisting getting my mother needed help from the VA. I would not hesitate to refer family and friends to them, Very professional and caring assistance.

Burgos & Brein Wealth Management Response • Jun 18, 2018

Thank you for your Trust, we appreciate you and your family as our clients. Do not hesitate to call our office if you need anything.

Burgos & Brein Wealth Management, LLC made our family aware of a Military Veteran's benefit that would aide in the care of our infirmed father. A cast of members from the wealth management team patiently guided us through the tedious process, skillfully explaining every step along the way. Our family is blessed to have crossed paths with Gabriel B and his excellent group.

Yesterday I received notice from the VA that my Mother's claim had been approved. A huge thank you to Darek S in the Lakeland, FL office of Burgos & Brein. With his expertise the difficult process of filing the claim was very clearly explained. Darek was always available for questions when I called or visited his office. The claim was filed at the end of March 2018 and on May 7th the notice of the award was received from the VA. The importance to my Mother of receiving this VA benefit will go along way towards allowing her to live in a fine assisted living residence. We could not be happier with the professionalism and the results of working with Darek and Burgos & Brein. Again, thank you for the service you provide to families who are eligible for this valuable VA benefit.

Burgos & Brein Wealth Management Response • Jun 21, 2018

Excellent!

I have used the Burgos & Brein Wealth Management firm for my mother's estate planning & VA planning. Mr. Burgos and his staff were professional and very knowledgeable and always had my mother's best interest at heart. They helped me through every step of the process and were always available to meet with me or take my phone calls whenever necessary. I can't say enough about the integrity of this firm and I couldn't be happier with the overall results. I highly recommend them for all your wealth management,long term care needs, and VA & Medicaid benefit solutions. My mother was awarded Aid & Attendance in approximately 30 days, because of their planning and hard work.

Burgos & Brein Wealth Management Response • Apr 23, 2018

Barbara, we value and appreciate working with clients like you. Please reach out if you need anything. Welcome to our family!

Burgos and Brein did what they said they would do when they said they would do it and the help they provided in navigating the submission process for aid and attendance was invaluable. It was a very positive experience to work with Chad and Gabe. Not only did they provide guidance for the initial submission but also answered questions months after the award. Recommend them to assist you in the submission of your application for aid and attendance.

Burgos & Brein Wealth Management Response • Apr 06, 2018

Phil it was a pleasure working with you and your family. I am glad we were able to help your family. Welcome to our family, please do not hesitate to contact our office if you ever need anything.

Very Good,Acurate,Smooth.

Burgos & Brein Wealth Management Response • Apr 06, 2018

Irvin, we appreciate you as a client and consider you family now. Do not hesistate to call our office anytime.

My uncle is eligible for Aid & Attendance benefits from the VA, a complicated process involving managing wealth and legal issues. The team at Burgos and Brein provided us SUPERB customer service on every level: great professionalism, an unmatched knowledge of the procedures with the VA and with the financial and legal issues, and always great personal compassion for my uncle. I have already recommended them to others and feel grateful for all their past and continuing support; it makes my uncle's life so much better, and mine so much easier.

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

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