Philip Ashe Email & Phone Number

Phil is a Financial Advisor at Regent Financial Group, LLC. (585) 586-6800. Phil is proud to be a member of an independent team of professional advisors with years of experience. Our focus is on helping individuals, families and businesses create, accumulate, preserve and distribute wealth. We do this with discipline, resolution and the perspective gained from years of wealth management. These years of experience provide an understanding that clients want comprehensive investment advice and a full menu of sophisticated financial planning services and products.We differentiate ourselves by: (1) being truly independent and (2) taking a comprehensive approach in developing custom investment portfolios. Our analytical screening process to navigate thousands of funds involves ongoing analysis, monitoring and evaluation against several key criteria with quantitative and qualitative measures. Sit with me, and you will see the difference - why we are truly unique. My passion to help people succeed, feeds my commitment to serve you: “I promise to team with you to make a significant difference. My planning-first process focuses on listening intently to understand your situation, needs, priorities, and future goals. We strive to develop a sound sensible strategy and only then seek out quality investments suited to help you achieve your financial objectives.” Phil@RegentFinancialGroup.comPhone: 585-586-6800"This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures" Specialties: Securities and Insurance Licenses: • Holds FINRA Securities Registrations: Series 7, 63• Holds FL,MA, NY: Life, Accident and Health Licenses• Holds State Securities Licenses in: FL, MA and NY

Listed skills include Trustworthy, Listening For Understanding, Retirement Planning Strategies, Disciplined, and 25 others.

• Financial Advisor

  Regent Financial Group, Llc

  Feb 2014 - Present - Pittsford, New York