Chase Breeden, Financial Advisor located in Garner, NC

Financial Advisor
Chase Breeden

MBA, CEPA®, AAMS®
901 W US 70 Hwy Suite 110, Garner, NC 27529opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Volunteering

Team Members

  • Andrea Licea
    Branch Office Administrator
  • Ryan Williams
    Sr. Branch Office Administrator
  • Rachel Edwards
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 741-4240

Fax

(888) 258-0345

Office Address

901 W US 70 Hwy Suite 110
Garner, NC 27529opens in a new window

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