Financial planning with a human touch.
Regent Financial Services, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, earning our reputation for excellence in the industry. For each of our clients, we strive to help create fiscal stability and security to provide financial independence.
Our dedicated staff of experienced professionals embrace a "hands on" approach to financial guidance. The professional team at Regent Financial Services, chosen exclusively for their specialized financial knowledge and longevity in the financial services industry, upholds strict ethical standards. These attributes are reflected in certifications we maintain:
• CERTIFIED FINANCIAL PLANNER™
• CKA®
• RFC®
MISSION STATEMENT: Our passion is to help you achieve your dreams and overcome your fears through creative personalized financial strategies. Using professional and thoughtful advice we provide education and guidance to promote your success and security.
For a list of states in which we are registered to do business, please visit www.RegentFS.com.
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services offered through Drawbridge Capital, LLC, A Registered Investment Advisor and wholly owned subsidiary of Regent Financial Services. Drawbridge Capital and Regent Financial Services are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 7134 South Yale Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- regentfs.com
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Advisory Services, Life/Long-Term Care Insurance, 401(k)/403(b) Transition Assistance, IRAs, Mutual Funds, Tax Advantaged Investments, Stocks/Bonds, College Savings Plans, Annuities, Asset Management, Financial Guidance, Education & Advice.
- HQ
- Tulsa, OK
Regent Financial Services, Inc. Questions
Regent Financial Services, Inc.'s website is regentfs.com
Regent Financial Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/regent-financial-services-inc.
Regent Financial Services, Inc. has
7 employees.
View email and phone details for 7
employees at Regent Financial Services, Inc..
Regent Financial Services, Inc.'s industry is
Financial Services
Regent Financial Services, Inc.'s top competitors are
Melia Wealth Management Limited,
American Heart Association,
Baird Retirement Management,
Chappelwood Financial Services,
Regent Financial,
Regent Bank,
First Bank Of Owasso,
Resolute Pr,
Red Crown Credit Union,
Fpa Of Charlotte.
Regent Financial Services, Inc.'s categories are Financial Services
Regent Financial Services, Inc.'s founding year is 2002
