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Matt Breimayer
Strategy Financial, LLC

Tel: 231-714-5077
12935 S. West Bayshore Drive
Suite 325
Traverse City, MI 49684
Strategy Financial, LLC | Financial Advisor in Traverse City ,MI

About Matt Breimayer

Matt has been working with individuals and businesses in the area for over 16 years and is licensed to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Matt is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Matt looks forward to using his expertise to help you pursue your financial goals.


About Strategy Financial, LLC

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide sound financial information to help clients better identify goals and make sound decisions.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

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General Information

Firm Start Year:   2016
No.of Employees:   2-4
Name of Broker/Dealer:   J.W. Cole Financial Inc
Number of Years with Current Firm:   8

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Disclosures

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Strategy Financial, JWC & JWCA are separate and unaffiliated entities.

Compliance

Acknowledged fiduciary:

Yes


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

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