Financial Services

Brent Financial Group has worked closely with hundreds of other clients like you, helping them plan for and target their dreams of the future. We understand that your needs, and your dreams, are unique. We develop a close relationship with all of our clients to better assess their goals and their needs.

  • What different investrment products are available, and which one is right for me?
  • Which pension option is my best choice?
  • What is the difference between a traditional IRA and a Roth IRA?
  • How can I save for college?
  • What can I do with my inheritance to secure my financial future?
  • Do I have enough life insurance? Is it the best kind for me?
  • Is long-term care insurance something I should be looking at?
  • Am I paying too much income tax? What can I deduct this year?

If you have questions about retirement planning, financial planning, life insurance, long-term care insurance, planning and funding college costs, estate planning, or income taxes—we can help.

If you are employed by any New York school district, fill out our school employee contact form to see how we can help you plan for your retirement with an investment plan designed especially for you.

We believe whole-heartedly that we succeed only when you succeed . . . and we do our very best to ensure your success!

Don't just dream about your future—do something about it! Contact us today.

Fixed insurance products and services offered by Brent Financial Group, LLC are separate and unrelated to Commonwealth Financial Network.