Mission Statement

To build a trusting and long-term relationship with each and every one of our clients based on superior service and quality investment and insurance products. We are proud to be independent financial professionals whose first concern is to help you reach your financial goals.

Our Philosophy

Regent Financial Group, LLC helps individuals, families and businesses create, accumulate, preserve and distribute wealth. We do this with discipline and the perspective gained from years of wealth management. We understand that clients want comprehensive investment advice and a full menu of sophisticated financial planning services and products.

We are independent - we are not affiliated with any investment management firm, insurance company, brokerage house or mutual fund company. We do not have any stockholders. We do not sell any proprietary products and we have no restrictions (other than securities law) as to what products and services are available to our clients.

We do not own any inventories of investment products. Therefore, many conflicts of interest present in the financial services field are absent at Regent Financial Group, LLC.

This means we can work with your interests in mind.

We believe in developing and maintaining lasting relationships, distinguished by outstanding service, periodic strategy reviews and personal attention to your finances.

We are proud of our long-term investment performance, our high level of personal service and our total freedom to choose with regard to the investment and insurance products that we recommend to clients.