Long Island Financial Planning Group - Westbury (NY)

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS

Robert Kirkwood Superb profession service!

Damien Top tier financial advising and more responsive than JP Morgan and Fidelity. Glad I made the switch.

Lisa Sigona Rebecca was extremely well-versed in the product and was able to explain everything to me. She also was able to help me with the payments and help me split them up to help me

Krista Wiley All the employees are very pleasant and try their best to be helpful at all times

Richie I run a small business, when my accountant retired. I was looking for a new accountant, most of them were triple the price that I was used to paying. I was recommended to Sal by my brother-in-law.Sal was able to take me on for a similar amount that I was paying my previous accountant. I like using them because they are a small business and you get personal service. Whenever you email or call them they always get back to you. I would highly recommend them. Richie

Brenda Adams They are grear

danielle pendolf She was amazing! I highly recommend her to help with whatever financial help you need. She’s wonderful!