At Regent Financial we take pride in providing top quality, professional investment advice with a very personal focus. We like to say that it is our job to “help people to achieve their financial goals for themselves and for their families in a timely and cost-efficient manner.”
"Whether you are young or old, just starting your career or coming near retirement our goal is to work with you to grow and manage your wealth. We understand that any successful financial strategy starts with where you are today, and we work with you to put together a plan that will build your financial future.
We listen and we work hard to understand what your needs are and where your dreams are taking you. Together we will build a plan to create that nest egg, save for your goals, build a retirement fund or education fund and offer a more secure financial future."
Regent Financial Services
We are small enough to give personal service to every client but large enough to do it very well. As a Life Insurance Broker we deal with all major Life Insurance Companies to be able to give you competitive rates for your everyday insurance needs.
We like to meet on an annual basis to review your progress toward accomplishing your objectives. We might ask you to come in sooner if major changes occur in the world or local economy that might affect your portfolio or you may want to come in for an update on your investments. We welcome the opportunity to meet with you.
If you have any questions or concerns about your investments or taxes, please contact our office. Financial Planning is very important and we are here to help you achieve your financial goals.
We would like to have you join our “family” of satisfied clients, and I’m confident that you’ll be very pleased with your decision to include us in your portfolio.