Breeze Financial, LLC

859-252-0225

BREEZE FINANCIAL, LLC
Financial Planning Services & Programs 
We can handle all of your financial, insurance, and benefit navigation needs. 
  1. Investment Programs
    Through SEI Private Trust Company we can help with investments for Individuals, Families, and Businesses. Seacure Advisors. LLC is the registered investment advisoring firm of which, Patricia Breeze, owner of Breeze Financial, is an investment advisor representative.
  2. Employee Benefits
    Retaining good employees is important to any business. That is why we provide many different programs which allows the employer to be creative in providing quality benefit packages.
  3. Financial Planning
    Planning for the future is important. We can help with planning for retirement, college funding, investment planning, estate planning, charitable giving, and business succession planning.
  4. Insurance Programs
    We offer assitance for Individuals, Families, and Businesses in a variety of different insurance programs from Health Insurance to Workman's Compensation.
What We Do
We are here to take care of all of your financial needs.
Located in Lexington, KY Breeze Financial is a financial service practice that provides, in a totally objective way quality products and services thto individuals and groups in the areas of insurance, investments, and financial planning. 
Who we are
  1. Patty M. Breeze, CLU, CFP
    Patty is the Owner and President of Breeze Financial, which she started in 2002 after a 20 year career with Mass Mutal. As an independant insurance agent, Patty provides her clients with objective information and advice so they can make informed decisions. Patty believes in giving back to the community. She is on the following boards: The Nest, NAWBO, The Japan American Society of Kentucky (JASK), The Woodford Theatrical Association,Transylvania Univesity Alumni Board, and the Waller Place Condiminium Board.