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.
March 20, 2020: In accordance with Governor Cuomo's executive order, our financial planning office is operating with minimal staff and all income tax services are suspended. Our office is currently closed. We are evaluating how to best resume tax preparation services in light of the restrictions.
Tax Services: If you have not yet met with your tax preparer or dropped off your paperwork, you may mail it to the office, use our secure client portal, or use the drop box at our front door. Completed tax returns will be sent as soon as possible via mail or your portal. You may reach your preparer via email address or call the office to leave a message.
Thank you for your understanding. We will continue to keep you informed and to do our best to serve you with the level of expertise and care that you expect from Brent Financial Group. We hope you and your family remain healthy and safe.
2019 Tax Letter and Organizer
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.