Regent Financial Services

Regent Financial Services, Inc. was established in 2002 by Gary Stanislawski, CFP, with the goal of assisting our clients in every aspect of their financial lives. Our mission is to provide the most personal service available, earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security, providing financial independence.

Our Philosophy

At Regent Financial, we believe that financial planning should be tailored to each individual's unique circumstances. Our approach is built on the principles of honesty, integrity, and transparency. We take the time to understand our clients' goals and aspirations, using this insight to develop personalized financial strategies.

Our Services

Our team of industry experts offers a wide range of services, designed to help individuals and businesses achieve their financial objectives. Our services include:

Retirement Planning

We help our clients plan for a successful retirement, ensuring a comfortable and secure financial future.

Wealth Management

Our experienced professionals will work with you to create a customized investment strategy, tailored to your unique financial situation and goals.

Estate Planning

We help our clients protect their assets and ensure a smooth transition of wealth to future generations, providing peace of mind and security for their loved ones.

Advisory Services

Our team provides expert guidance on investment management, tax planning, and estate planning, offering expert advice to help you make informed financial decisions.

Our Three-Step Process

At Regent Financial, we believe in taking a collaborative and consultative approach to financial planning. Our three-step process is designed to help you achieve your financial goals:

Step 1: Assess

We begin by reviewing your financial documents, risk tolerance, and objectives, gaining a comprehensive understanding of your financial situation.

Step 2: Strategize

Our team of experts will present unique strategies to help you achieve your financial and estate goals, providing a roadmap for success.

Step 3: Implement

We'll work closely with you to implement your customized financial plan, ensuring your financial goals are achieved and your financial well-being is maintained.

Our Team

Our team of industry experts is dedicated to providing exceptional service, guidance, and support. With decades of combined experience, our professionals are dedicated to helping you achieve your financial goals.