Regent Financial & Insurance Services, LLC is a premier retirement planning firm serving clients in the southern San Francisco Bay Area. Founded in 2002, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We are able to provide peace of mind when planning clients' retirements and financial futures.

We understand how important it is for you to be able to trust your advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

We are experienced, responsive, and understand your need for integrity and transparency.

Regent Financial & Insurance Services, LLC takes a comprehensive approach to retirement planning and can give you the security and flexibility you need to develop a custom retirement portfolio. Our expertise in wealth accumulation, asset protection, tax planning, estate planning, long-term care planning, life insurance, and 401(k) rollover strategies will provide the diversity you need in realizing the retirement of your dreams.

We want to ensure that you will maintain the same quality of life (or better!) during your retirement as you have today. Our team of specialists will evaluate your current financial health, set your retirement goals, strategize on how we can assist you in achieving your goals, and walk you through every step of the implementation process.

To schedule a time to discuss your retirement future contact us at info@regentfinancial.net or call us at (877) 457-4567.

Phone: (877) 457-4567
Fax: (877) 457-8292
info@regentfinancial.net

Gilroy Office:
8339 Church St, Suite 117
Gilroy, CA 95020
Campbell Office:
577 Salmar Ave, First Floor
Campbell, CA 95008