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.

    2020 Tax Letter and Organizer

    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 2020 taxes.

    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.

    2020 Non-Cash Donation Guide

    Use the non-cash donation guide 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.

    2020 Tax Engagement Letter