Brent Financial Group, LLC

Your future financial success depends on your actions today.

Founded in 1986, Brent Financial Group, LLC is one of the finest financial consulting, asset management and tax service firms in the community.

For financial professionals who put your needs first, look to Brent Financial Group.

Whatever your financial needs,
Brent Financial Group can help.

Whether you are just starting out or looking forward to retirement, we can help you develop a financial plan to meet your goals.

  • Investment planning and asset management
  • Life insurance (term and whole life)
  • Long term care insurance
  • Income tax preparation, planning, and problem resolution.

Learn more about our Financial Planning Services and Tax Services, or Contact Us to make an appointment.

Brent Financial Welcomes Bo Demczar

Jan 17, 2020: We are pleased to announce that Bo Demczar has joined Brent Financial Group as a Senior Tax Preparer, bringing over 30 years of experience in tax preparation to the firm. Bo specializes in personal, business and non-profit returns including small business, rental properties, and investments. He is an Enrolled Agent, licensed to practice before the Internal Review Service, and holds a bachelor’s degree from Northeastern University and a master’s from Syracuse University.

Brent Financial Gorup is proud to have six enrolled agents on staff, providing a wide variety of income tax services, including return preparation, tax projections and planning, and tax problem resolution. For more information or to schedule an appointment, please call the office at 845-297-1040.

2019 Tax Letter and Organizer

January 3, 2020: Our annual letter and organizer has been sent out. If you didn't receive a copy, you can find it here. Find out what is in store for your 2018 taxes and prepare for your appointment.

2019 Non-Cash Donation Guide

Jan 3, 2020: We've updated our non-cash donation guide for 2019. Use this to estimate the values of clothing or goods donated to Goodwill, Salvation Army, your church, and other non-profit organizations.

Pete and Laurie are registered Voya Financial 403(b) representatives and service the Voya Opportunity Plus plan for our many local school districts. If you are a NYS school employee, contact us to see how we can help maximize your retirement with an investment plan that is designed especially for you.