Second Opinion Service

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Second Opinion Service

At Regent Financial Services, we’ve met many individuals and families who are concerned about their financial future. We’re eager to help if we can, and to that end here’s what we offer- A cup of coffee, and a second-opinion.

Given ongoing uncertainty in the economy and the growing challenge of accomplishing individual goals, nearly 90% of affluent investors welcome a second opinion on their families’ finances . This may be as simple as making a referral to qualified legal or accounting practitioner convenient to you, when appropriate. Our many years’ experience consulting to those professionals is another way we provide value-added to our clients.

By filling out the New Client Intake form to the right, or simply by just giving us a call, we will set up an appointment for you to come in and discuss your situation. We’ll ask you to briefly outline your financial goals to help us gain clarity on what your investment portfolio is intended to do for you. Then, we will evaluate your individual situation and respond with plain-speak recommendations based on your circumstances and what you want to achieve.

If we think your investments and current financial game plan are well suited to your long-term goals, despite all the market turmoil, we’ll gladly tell you so, and send you on your way.

If, on the other hand, we think your current investment track no longer fits with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend an alternative game plan aimed at improving the probability of reaching your individual and family goals.

Either way, the coffee is on us! (We even have espresso!)

Fred G. Burgess, Principal, Regent Financial Services

Peter Coopersmith, Principal, Regent Financial Services

To get started with your free, no-obligation Second Opinion you may contact us three ways:
• Contact us using our Contact page or at
• Call us at (866) 260.6929



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