Menu
For Business Write a review File a complaint
Burgos & Brein Wealth Management Customer Service Phone, Email, Contacts

Burgos & Brein Wealth Management
Reviews and Complaints

www.burgosandbrein.com

Learn how the rating is calculated

4.7 11 Reviews 1 Complaint
Claim Your Business
Take control of your profile: address complaints and engage with reviews
Write a review File a complaint

Burgos & Brein Wealth Management Reviews 12

ComplaintsBoard
C
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management Burgos & Brein did an excellent job of guiding me through the entire process to obtain VA benefits for my dad

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.

Read full review of Burgos & Brein Wealth Management and 4 comments
Hide full review
4 comments
Add a comment
J
J
J. Langosh
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

The firm was very helpful in establishing a trust and obtaining VA benefits so my parents could be located in in a good assisted living facility. My father recently passed away and the firm again was very helpful by arranging VA surviving spouse benefits so my mom could remain at the same facility.

A
A
A. Schoen
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

I learned of this firm through my mother's assisted living facility. I was overwhelmed and so confused about her available VA benefits through my father who passed earlier in the year. Burgos and Brein navigated the VA like champs and were able to respond every time an issue arose. I am so thankful they were able to help us. I would highly recommend them to all who need assistance with their elderly parents finances.

A
A
A. Rau
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

I was referred to Burgosa and Bein thru the Independent living, what a blessing Thanks so much for your help.

C
C
C. Frami
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

I am happy to write a strong review for the services of Burgos & Brein. They supported every step of the cumbersome and sometimes daunting process of seeking VA funds for my mother, a surviving spouse of a wartime veteran. Their knowledge, expertise, and follow-up communication led to the positive outcome of my mother now receiving VA funds monthly for the rest of her life. Her ability to stay in her senior living apartment was in jeopardy financially, so this is an enormous relief. The application process can be overwhelming, but hang in there - B&B will guide you through. (Alison, Rochester, NY)

ComplaintsBoard
J
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management 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

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!

Read full review of Burgos & Brein Wealth Management and 4 comments
Hide full review
4 comments
Add a comment
T
T
T. Bashirian
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

Burgos& Brein and their Senior Case Manager Tressa Henning took great care of my V.A. case and was very concern for the out come .we was successful in winning I would recommend them all vets . need to help file their claim

M
M
M. Mohr
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

It took a while, but once all the required information was submitted by my sister in law, the VA acted much faster than expected, and benefits were approved quickly. Burgos and Brein staff kept us apprised on status and form submissions along the way. I would definitely recommend their services.

H
H
H. Ankunding
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

We were referred to Burgos and Brein by the assisted living facility my dad was in. Our experience in working with Burgos and Brein to submit paperwork for obtaining VA financial assistance for dad's care was nothing but positive. Having personally used the VA's website in the past for submitting a simple hearing loss claim for my dad, I can tell anyone who will listen that you don't want to tackle these kinds of activities on your own. The entire staff at Burgos and Brein were professional, compassionate, detailed in explanation, and excellent in communication throughout the entire process. VA awarded dad the aid and attendance benefit within 30 days of submission of his paperwork. I can only attribute this timely success to the folks who played a role in gathering, reviewing, and submitting the package (e.g., Deborah). I'm sure there is an entire team involved in the process and they were all superb. Many thanks for your help. We will recommend Burgos and Brein to those we know needing similar assistance.

T
T
T. Johns
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

I have been working on help for my mother in law for a year . I was given a card for Burgos an Brein ,they helped me through a difficult process with ease an no stress . A shout out to Tressa for guiding me through the steps. My mother in law received her VA benefits within a months time . I would definitely recommend this firm to anyone needing to deal with VA. Thank you so much.

ComplaintsBoard
S
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management I have been working on help for my mother in law for a year

I have been working on help for my mother in law for a year . I was given a card for Burgos an Brein ,they helped me through a difficult process with ease an no stress . A shout out to Tressa for guiding me through the steps. My mother in law received her VA benefits within a months time . I would definitely recommend this firm to anyone needing to deal with VA. Thank you so much.

Read full review of Burgos & Brein Wealth Management and 3 comments
Hide full review
3 comments
Add a comment
M
M
M. Champlin
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

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.

P
P
P. Brakus
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

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!

M
M
M. Dietrich
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

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

ComplaintsBoard
D
Verified customer This review was posted by a verified customer. Learn more
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Replied
Burgos & Brein Wealth Management replied to this review.

Burgos & Brein Wealth Management We had struggled for over a year 1/2 & to try and get veterans benefits for my Dad

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.

Read full review of Burgos & Brein Wealth Management and 2 comments
Resolved

The complaint has been investigated and resolved to the customer's satisfaction.

Hide full review
2 comments
Add a comment
O
O
O. Mohr
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

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!

S
S
S. White
Send a message
Verified customer This complaint was posted by a verified customer. Learn more

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

ComplaintsBoard
C
Verified customer This review was posted by a verified customer. Learn more
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Replied
Burgos & Brein Wealth Management replied to this review.

Burgos & Brein Wealth Management The staff at Burgos & Brein were always friendly and helpful

The staff at Burgos & Brein were always friendly and helpful. We used them to help us through my dad's application for VA benefits and they made this process as painless as possible. There was a small error in one of the forms that we provided the VA and when we got that notification, I sent the form to the Burgos & Brein staff and they handled it for me. I would definitely use this law firm again.

Read full review of Burgos & Brein Wealth Management
Resolved

The complaint has been investigated and resolved to the customer's satisfaction.

Hide full review
ComplaintsBoard
K
Verified customer This review was posted by a verified customer. Learn more
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Replied
Burgos & Brein Wealth Management replied to this review.

Burgos & Brein Wealth Management I commend & Brein's team for their expertise in guiding me through a complex application

I commend & Brein's professional and highly competent staff for assisting me in a complex application process for my 96-year-old dad, a WW2 veteran. This wasn't my first encounter with the VA, but it was the most pleasant. Special thanks to Gabe, Matt, Tressa Henning, and Debbie, who all aided in securing my dad's VA benefits. Blessings to our veterans and America!

Read full review of Burgos & Brein Wealth Management
Resolved

The complaint has been investigated and resolved to the customer's satisfaction.

Hide full review
ComplaintsBoard
B
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management I learned of this firm through my mother's assisted living facility

I learned of this firm through my mother's assisted living facility. I was overwhelmed and so confused about her available VA benefits through my father who passed earlier in the year. Burgos and Brein navigated the VA like champs and were able to respond every time an issue arose. I am so thankful they were able to help us. I would highly recommend them to all who need assistance with their elderly parents finances.

Read full review of Burgos & Brein Wealth Management
Hide full review
ComplaintsBoard
V
Verified customer This review was posted by a verified customer. Learn more
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Replied
Burgos & Brein Wealth Management replied to this review.

Burgos & Brein Wealth Management Having placed my 95 year old mother in assisted living was a tough decision

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.

Read full review of Burgos & Brein Wealth Management
Resolved

The complaint has been investigated and resolved to the customer's satisfaction.

Hide full review
ComplaintsBoard
D
Verified customer This review was posted by a verified customer. Learn more
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Replied
Burgos & Brein Wealth Management replied to this review.

Burgos & Brein Wealth Management I only learned about the VA A&A benefit a little over a year ago (when my Dad was 95)

I only learned about the VA A&A benefit a little over a year ago (when my Dad was 95). I started on the paperwork and realized I needed help to navigate through it all and went to the BBWM team for assistance. Sometimes it felt as though we would never get through it all, with the VA asking for more and more information. Tressa was so helpful, encouraging, and quick to respond to any email/phone calls. She was there when I was about to give up. My Dad just received his first benefit check, which gives us the peace of mind that we can care for him no matter what his needs. Thank you BBWM!

Read full review of Burgos & Brein Wealth Management
Resolved

The complaint has been investigated and resolved to the customer's satisfaction.

Hide full review
ComplaintsBoard
A
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management Burgos & Brein did an incredible job of helping me obtain Veterans Aid and Attendance benefits for my mother

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.

Read full review of Burgos & Brein Wealth Management
Hide full review
ComplaintsBoard
J
Verified customer This review was posted by a verified customer. Learn more

Burgos & Brein Wealth Management We were referred to Burgos and Brein by the assisted living facility my dad was in

We were referred to Burgos and Brein by the assisted living facility my dad was in. Our experience in working with Burgos and Brein to submit paperwork for obtaining VA financial assistance for dad's care was nothing but positive. Having personally used the VA's website in the past for submitting a simple hearing loss claim for my dad, I can tell anyone who will listen that you don't want to tackle these kinds of activities on your own. The entire staff at Burgos and Brein were professional, compassionate, detailed in explanation, and excellent in communication throughout the entire process. VA awarded dad the aid and attendance benefit within 30 days of submission of his paperwork. I can only attribute this timely success to the folks who played a role in gathering, reviewing, and submitting the package (e.g., Deborah). I'm sure there is an entire team involved in the process and they were all superb. Many thanks for your help. We will recommend Burgos and Brein to those we know needing similar assistance.

Read full review of Burgos & Brein Wealth Management
Hide full review

Burgos & Brein Wealth Management Complaints 1

ComplaintsBoard
P
Verified customer This complaint was posted by a verified customer. Learn more

Burgos & Brein Wealth Management I gave Burgos & Brein $1750 to file Medicaid papers for my elderly mother, but no paperwork was ever signed or filed

I gave Burgos & Brein $1750 to file Medicaid papers for my elderly mother, but no paperwork was ever signed or filed. After going back and forth, Gabriel agreed to refund all the money. However, he tried to charge my bank a second time instead of reversing the funds. He said the bank refused the refund and promised to mail a check, but it never came. When the bank called, he claimed his company couldn't mail a check and the bank refused the refund. I explained that he was trying to make an unauthorized charge instead of reversing the funds, but he didn't listen. I wrote a review about the company, and they contacted me to take it down if I signed papers. I asked for a signed agreement that they would refund the $1750 first because I couldn't trust them. As of today, there's been no resolution on this matter.

Read full review of Burgos & Brein Wealth Management
Hide full review

Is Burgos & Brein Wealth Management Legit?

Burgos & Brein Wealth Management earns a trustworthiness rating of 91%

Highly recommended, but caution will not hurt.

Our conclusion: After a detailed review, ComplaintsBoard finds Burgos & Brein Wealth Management to be a trustworthy company. Although there's a 0% resolution rate for customer complaints, which deserves attention, Burgos & Brein Wealth Management is known for their high standards and safety. If you're thinking about dealing with Burgos & Brein Wealth Management, it's wise to check how they handle complaints.

We found clear and detailed contact information for Burgos & Brein Wealth Management. The company provides a physical address, phone number, and 2 emails, as well as 3 social media accounts. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers.

Burgos & Brein Wealth Management has received 11 positive reviews on our site. This is a good sign and indicates a safe and reliable experience for customers who choose to work with the company.

Burgosandbrein.com has a valid SSL certificate, which indicates that the website is secure and trustworthy. Look for the padlock icon in the browser and the "https" prefix in the URL to confirm that the website is using SSL.

Burgosandbrein.com has been deemed safe to visit, as it is protected by a cloud-based cybersecurity solution that uses the Domain Name System (DNS) to help protect networks from online threats.

Burgosandbrein.com you are considering visiting, which is associated with Burgos & Brein Wealth Management, is very old. Longevity often suggests that a website has consistently provided valuable content, products, or services over the years and has maintained a stable user base and a sustained online presence. This could be an indication of a very positive reputation.

However ComplaintsBoard has detected that:

  • Burgosandbrein.com has relatively low traffic compared to other websites, it could be due to a niche focus, but could also indicate a potential lack of traffic and popularity. The burgosandbrein.com may offer a niche product or service that is only of interest to a smaller audience.

About Burgos & Brein Wealth Management

Screenshot Burgos & Brein Wealth Management
Burgos & Brein Wealth Management is a highly reputable financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. The firm is dedicated to helping clients achieve their financial goals by providing customized solutions that are tailored to their unique needs and circumstances.

With a team of experienced professionals, Burgos & Brein Wealth Management offers a wide range of services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm's investment philosophy is based on a disciplined approach that focuses on long-term growth and preservation of capital. They believe in a diversified portfolio that is designed to minimize risk and maximize returns.

One of the key strengths of Burgos & Brein Wealth Management is their commitment to building long-term relationships with their clients. They take the time to understand their clients' goals, risk tolerance, and financial situation, and then develop a customized plan that is designed to help them achieve their objectives. The firm's advisors are always available to answer questions, provide guidance, and make adjustments to the plan as needed.

Another important aspect of Burgos & Brein Wealth Management is their focus on transparency and accountability. The firm believes in providing clear and concise information to their clients, so they can make informed decisions about their investments. They also provide regular performance reports and hold themselves accountable for the results they achieve.

Overall, Burgos & Brein Wealth Management is a trusted and respected financial advisory firm that provides high-quality services to their clients. With a commitment to building long-term relationships, a disciplined investment philosophy, and a focus on transparency and accountability, the firm is well-positioned to help clients achieve their financial goals.

Overview of Burgos & Brein Wealth Management complaint handling

Burgos & Brein Wealth Management reviews first appeared on Complaints Board on Jun 18, 2023. The latest review Burgos & Brein did an excellent job of guiding me through the entire process to obtain VA benefits for my dad was posted on Jun 14, 2023. The latest complaint We had struggled for over a year 1/2 & to try and get veterans benefits for my Dad was resolved on Jun 06, 2023. Burgos & Brein Wealth Management has an average consumer rating of 1 stars from 12 reviews. Burgos & Brein Wealth Management has resolved 0 complaints.
Trust badge
Collect Your Trust Badge
Be recognized for outstanding customer service
  1. Burgos & Brein Wealth Management Contacts

  2. Burgos & Brein Wealth Management phone numbers
    +1 (866) 949-7675
    +1 (866) 949-7675
    Click up if you have successfully reached Burgos & Brein Wealth Management by calling +1 (866) 949-7675 phone number 0 0 users reported that they have successfully reached Burgos & Brein Wealth Management by calling +1 (866) 949-7675 phone number Click down if you have unsuccessfully reached Burgos & Brein Wealth Management by calling +1 (866) 949-7675 phone number 0 0 users reported that they have UNsuccessfully reached Burgos & Brein Wealth Management by calling +1 (866) 949-7675 phone number
  3. Burgos & Brein Wealth Management emails
  4. Burgos & Brein Wealth Management address
    1060 Woodcock Rd, Orlando, Florida, 32803-3502, United States
  5. Burgos & Brein Wealth Management social media
  6. Laura
    Checked and verified by Laura This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    May 13, 2024
  7. View all Burgos & Brein Wealth Management contacts

Our Commitment

We stand for unbiased reviews

We make sure all complaints and reviews are from real people sharing genuine experiences.

We help resolving issues

We offer easy tools for businesses and reviewers to solve issues together. Learn how it works.

We advocate freedom of speech

We support and promote the right for reviewers to express their opinions and ideas freely without censorship or restrictions, as long as it's respectful and within our Terms and Conditions, of course ;)

We ensure transparent and fair ratings

Our rating system is open and honest, ensuring unbiased evaluations for all businesses on the platform. Learn more.

We care about your privacy

Personal details of reviewers are strictly confidential and hidden from everyone.

We are easy, free and open to everyone

Our website is designed to be user-friendly, accessible, and absolutely free for everyone to use.