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.

COVID-19 UPDATE

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.

Financial Planning: If you have questions about your accounts, please send us an email or call the office.

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

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.