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What Services we Offer
We offer services to businesses and individuals:

Business Services

We offer management consulting and financial consulting services to all types of businesses. We will assist your business with everything from registering with appropriate local and state departments when you form your entity to hiring, financial speculation, budgeting, marketing, and customer management. We will assist you in ways to improve efficiency inside the workplace and in setting up employee retirement and health plans. We also work with you on competition analysis. This can help you stay ahead of your opponents in your industry. We can also benefit your company by offering free individual financial consulting to all of your employees. While we specialize in working with start up businesses, we work with companies that have been in business for anywhere from one month to twenty five years. We analyze your company and based on research and fact gathering we determine ways to ultimately increase profitability for your business.

Individual Services

We provide financial consulting and personal financial advice to all individuals. We can assist you with anything from basic budgeting to retirement planning and wealth management services. For basic questions, you can just ask a question through our private sector and receive a response for free with no strings attached. Individuals who would like more in depth assistance have two options. We offer paid services where you can purchase anywhere from a month to two years worth of services and we will assist you with your finances. You can also join our Premier Client Services Department where you will be assigned to a client manager and you will be able to have one person you knows your exact situation assisting you with all of your difficulties and financial planning.

Our Commitment

At Brien Private Finance, we treat our clients with courtesy and integrity. The customer comes first. We guarantee realistic, honest financial advice that achieves results. With our advice your finances are in good hands. Leave the complicated matters to us.

With a focused team we are able to respond quickly to your financial questions. We have developed innovative techniques to solve your financial issues. We are not just a firm that works with large corporations, we are here to help the individuals and small businesses. Unlike at other firms, every client is our most important client.

Our business consulting and individual finance consulting pages give some examples of the services we offer to our clients at different levels. However, every client is different, so it is necessary to tailor a situation to each individual client.

We customize each plan so that you put in the amount of work that you want to. Some of our clients like to be very involved with their finances, so we work with them in that regard, and our experts teach them what they need to know so that they feel they have a strong understanding of their finances. Other clients simply want someone else to handle everything for them. We are great at customizing your plan to meet your needs. Give us a call today so that we can start working on getting your finances back in order.