At Regent Wealth Management, we hold informational workshops and insurance sales presentations for our clients and the greater community that feature information on various topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop and insurance sales presentation.
By attending a workshop or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.
To schedule a time to discuss your retirement future, contact us at 877-457-4567.
By contacting us you may be offered insurance and/or investment products for sale.
Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products offered through Regent Financial & Insurance Services, LLC.
or Call (877) 457-4567