Regent Financial Services

Who We Are

At Peter Coopersmith, AIF, we are a team of experienced financial professionals dedicated to helping individuals and families achieve their financial goals. Our team is committed to providing personalized financial guidance, tailored to each client's unique needs and circumstances.

Our Philosophy

We believe that financial planning is not just about investments, but about building long-term relationships with our clients. We take the time to understand each client's personal and financial goals, and work closely with them to develop a customized plan that helps them achieve their aspirations. Our approach is centered around sound financial planning, diversified investment strategies, and a commitment to exceptional client service.

Our Services

We offer a wide range of financial services designed to help our clients achieve their financial objectives. These services include:

• Wealth Management: We work closely with our clients to develop a comprehensive wealth management strategy, tailored to their individual needs and goals.
• Retirement Consulting: Our team of experts helps our clients plan for a secure and financially independent retirement.
• Financial Planning: We provide personalized financial planning, helping our clients make informed decisions about their financial future.
• Investment Management: Our team of experienced investment professionals manages our clients' investment portfolios, ensuring that their investments are aligned with their financial goals and risk tolerance.

Why Choose Us

We pride ourselves on our commitment to exceptional client service, personalized attention, and a deep understanding of our clients' unique financial situations. Our affiliation with Commonwealth Financial Network, an independent registered investment adviser-broker/dealer, gives us access to a wide range of financial products and resources, allowing us to tailor our services to each client's individual needs.

What Sets Us Apart

At Peter Coopersmith, AIF, we are committed to delivering the highest level of service and expertise to our clients. We believe that building long-term relationships with our clients is crucial to achieving their financial goals. Our team of experienced professionals is dedicated to providing personalized attention, tailored financial planning, and investment management strategies designed to help our clients achieve their financial aspirations.

Who We Are

Our team is led by Peter Coopersmith, AIF, who has over 35 years of experience in the financial services industry. Peter is an Accredited Investment Fiduciary (AIF) advisor and has spent his career helping individuals and families achieve their financial goals. He is joined by a dedicated team of professionals who share his commitment to exceptional client service and personalized financial planning.