Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the
information or services provided by Breese Financial Group LLC in connection with the Website. By
using the Website, you acknowledge that you have read and understood these Terms and accept to be
legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of
the Website or any of the information or services provided by Breese Financial Group LLC in connection
with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you
and any entity you may represent in connection with the use of the Website. You may use your browser to
download or print a copy of these Terms for your records.
Breese Financial Group LLC reserves the right to change, modify, add or remove portions of these Terms
at any time for any reason. We suggest that you review these Terms periodically for changes. Such
changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after
we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on June 16, 2022.
This website and information provided are for marketing, guidance and information purposes only.
Websites such as this are not impartial and are provided in connection with advertising and marketing of
the services offered by Breese Financial Group LLC.
Important
Breese Financial Group LLC and Jeremy Bryant offer Investment advice through Redwood Private
Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment
adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC
should not be construed to imply that the SEC has approved or endorsed qualifications or the services
Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important
information and disclosures related to Redwood are available at http://www.Redwood.com. Additional
information pertaining to Jeremy Bryant and/or Redwood’s registration status, its business operations,
services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser
public website at https://www.adviserinfo.sec.gov/.
Breese Financial Group LLC does not attempt to furnish personalized investment advice or services
through this website. Nothing on this website should be construed as personalized investment, legal, tax
or insurance advice and any information contained herein should not be considered as a recommendation
for any specific investment product, strategy, plan feature or other purposes. We are not suggesting that
the recipient or any other person take a specific course of action or any action at all.
This website is limited to the dissemination of general information pertaining to the advisory services
offered solely to gain an understanding of our services so that you may contact us for further information.
Photos and images on this Website are not of past or present clients of Breese Financial Group LLC.
These photos should not be construed as an endorsement of Breese Financial Group LLC by any client.
You must be aware that different types of investments involve varying degrees of risk, and there can be no
assurance that the future performance of any specific investment or investment strategy including those
undertaken by us will be profitable or equal any historical performance level(s).
Prior to making any investment or financial decisions, an investor should seek individualized advice from
a qualified professional that takes into account all of the particular facts and circumstances of an
investor’s personal situation.
If you are a current Client it is important to remember that it is your responsibility to notify us, in writing,
if there are any changes in your personal/financial situation or investment objectives for the purpose of
reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose,
add, or modify any reasonable restrictions to our investment advisory services.
Risk Disclosure
You must be aware that different types of investments involve varying degrees of risk, and there can be no
assurance that the future performance of any specific investment or investment strategy including those
undertaken by us will be profitable or equal any historical performance level(s). Information regarding
investment services are provided solely to gain an understanding of our investment philosophy and our
strategies and should not be construed as personalized investment advice.
Conflicts of Interest
Certain advisors are licensed insurance agents of our affiliated or non-affiliated companies and, in that
capacity, may recommend on a fully disclosed basis the purchase of certain securities or
insurance-related products. These individuals are compensated for the sale of these products. The
recommendation by a representative of Breese Financial that a client purchase a commission-based
product presents a conflict of interest, as the receipt of commission may provide an incentive to
recommend products based on commissions received rather than on a particular client’s need. It is
important to review your advisor’s Brochure Supplement to be aware if any such conflicts exist.
No client is under any obligation to purchase any commission-based products from a representative of
Breese Financial. Clients are reminded that they may purchase insurance-related products recommended
by Breese Financial representatives through other, non-affiliated representatives and/or companies.
Links to Third-Party Content
This Website may contain additional investment-related information, Market data, articles and other
content based on generally available information believed to be reliable. The website may contain links to
articles or other information that are contained on a third party website. Breese Financial does not
endorse or accept responsibility for the content, or the use of the website. All such information is provided
solely for convenience purposes only and all users thereof should be guided accordingly. Breese Financial
assumes no liability for any inaccuracies, errors or omissions in or from any data or other information
provided on the pages. Accordingly, the publication of this website on the Internet should not be
construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect
transactions in securities, or the rendering of personalized investment advice for compensation, over the
Internet.
Social media
While we may have an established presence on one or more social media pages, We are not affiliated with
Facebook, LinkedIn, Twitter, Youtube, Google+, Instagram or any other social media site. It is up to you
to read and understand the privacy policies and terms of service for each social media site you
participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or
content posted by any third parties on social media sites. We have no control over how the social media
sites or other third parties will use the information you share. We do not control, serve, adopt or endorse
any content that may be published on any social media site. No part of any social media site is intended to
make a recommendation or state a testimonial for or about a security, service or product, or to provide
investment, tax or any other advice.
No client was compensated to follow any social media page or connect with us. The appearance of those
people that have chosen to follow or like our social media pages or connect with us does not constitute a
testimonial for endorsement of Breese Financial or any of our services. It is not known whether such
individuals approve or disapprove of our services. It’s also important to note that specific financial
questions on account information can’t be posted, by a client or an advisor. Due to industry regulations,
please do not post any comments on social media pages. The entire content of social media sites that we
participate in, including third party posts, is archived to comply with securities regulations. We do not
provide customer service or enable financial transactions through any social media site. Should any client
of the firm have questions or concerns that are specific to their account(s), please contact our office
directly. You should never post personal, account or transaction information anywhere on any social
media site. As convenient as it is to message people within social media, we will not be able to return
messages within those social media channels. We will respond, but will do so from our business email
account.
We appreciate the time you took to learn how to connect with us online, and we look forward to providing
you with interesting industry content.
