Broker Check

Products & Services

At Regent Investment Advisors, Inc., we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stocks
  • ETF’S
  • CD’S
  • Indexed CD”S  (principle Protected)
  • Mutual Funds (19,000+)
  • Hedge Funds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA
  • Money Market Accounts
  • PPN (Principle Protected Notes)
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Indexed Annuities
  • Private Banking
  • BUYS (Buffered Underlying Securities)

Estate Planning Solutions

  • Asset Preservation Trust
  • Charitable Remainder Trust
  • Simplified Charitable Remainder Trust
  • Dynasty Trusts
  • Unlimited IRA
  • ILIT (irrevocable Life Insurance Trust)
  • ILPRT (irrevocable Living Personal Residence “Life Estate” Trust)
  • Irrevocable Living Trusts
  • Revocable Living Trust
  • Special Needs Trust

Business Solutions

  • Payroll and Payroll Tax Filing
  • Insurance Benefits
  • Direct Deposit
  • Check Signing and check Sealing
  • Employee Screening
  • Online Payroll Management
  • Time and Attendance
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • Retirement Plans
  • Employment Laws, Handbooks, Job Descriptions
  • Data Protection and Back

Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Stock Information

  • Disablility Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

If you would like to know more about our Products & Services, please contact us at:

Regent Investment Advisors, Inc.
20900 N E 30th Avenue8th Floor, Suite 12
Aventura , FL33180
Phone: 786-406-1756
Fax: 888-788-2643
Email: service@regentria.com