At Regent Financial Services, we are dedicated to providing our clients with professional guidance, personal attention, and distinctive service. Your wealth is important. We provide fiduciary investment management and advisory services to assist individuals and businesses with wealth management and asset protection.
Based in Brunswick, Maine and serving the Northeast, we complement personalized assistance with long-term experience. We encourage you to spend time with this website to learn more about our firm and staff. The next step would be to fill out a New Client Intake Form. We will contact you to discuss your personal circumstances and to set up an initial consultation meeting.
Based in Brunswick, Maine and serving the Northeast, we complement personalized assistance with long-term experience. We encourage you to spend time with this website to learn more about our firm and staff. The next step would be to fill out a New Client Intake Form. We will contact you to discuss your personal circumstances and to set up an initial consultation meeting.
Services
Professional Investment Advisory Services, serving clients nationally from our Brunswick, Maine Office. Forge a personal relationship with an advisor who knows you and whom you know at a firm where your interests come first. Your financial professional will have access to the most personal details of your finances, so trust is important.
Whether you want to plan for a comfortable retirement, protect and grow your portfolio, or provide financial well-being for you and your family, we can help you toward reaching the goals important to you. We bring a comprehensive perspective to wealth management. You bring your goals. Together we plan to achieve them.
Regent Financial Services helps manage financial assets for an array of institutional clients, including community banks, small to mid-sized corporations, Eleemosynary organizations / not-for-profit agencies and various tax-qualified [ERISA] retirement plans. We distinguish ourselves by approaching the task of portfolio management and retirement plan audits as a consulting service rather than a product.
What is a Registered Investment Adviser-broker/dealer? A Registered Investment Adviser-broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).
Our partnership with Commonwealth Financial Network, a leading Registered Investment Adviser-broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
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Art Boulay
Sep 21, 2017
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