Mike Breit

Mike Breit

Financial Advisor

407-468-3537

A husband (31 years) and father to two grown kids. I love sports in general and follow the Atlanta Braves and Bulldogs. As a learner by nature I enjoy reading and keeping up on the current events. I am on the Board for Revved Up Kids, a non-profit in GA.

Member

Financial Services | Investment

Financial Advisor

Planning for education

Planning for Retirement

Living in retirement

Planning for your estate

Filing Cabinet

Edward Jones

Edward Jones

470-450-0013

1302 Abbey Ct
Alpharetta, GA 30004

Website

My best clients are those with a focus on achieving goals. Setting clear expectations on when and what they want to do financially allows them to invest now so they can enjoy it later. They want to make investing understandable and easy.

Company

Members I've Invited

Sri Chakravarty

Sri Chakravarty

Sponsorship

Being flexible in a business conversation is a critical part of our success. In the financial world we are building unique plans based on our clients Goals and priorities. 

These normally fall into Needs, Wants and Wishes. We have an agenda for each meeting and the agenda does get adjusted as needed. 

In these conversations the flow would be dictated by the client and some are simple, while others are very complex. The adjustment to what is important is a key factor to keeping our client or converting a prospect to a client. 

We also repeat the conversations at least yearly as the circumstances change as do the priorities. 

 

 

Referral Trigger Response

Roswell 400 Team

Introduced by:

Joined on 01/27/2022

Leadership

TeamCoOrdinator 06/05/2023
ParticipationCoOrdinator 08/08/2022
100% Club 03/07/2024

Team

7-Minute Presentation Workshop 03/21/2022
InfoMinute Seminar 02/21/2022
Orientation Essentials 02/21/2022

Development