Regent Financial Group Llc - Rochester (NY)

5 /5 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

5 /5 Carla Katz: Whenever I have questions about my investments and subsequent notifications, I always feel comfortable to call and talk to Jim. He responds immediately and I never feel embarrassed to ask for clarification. Recently, he called Nationwide with me on the line @ some important paperwork affecting my longterm investment. We did a 3 way call to a positive outcome!