Products & Services

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

• 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)

• 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

• 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

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

• Disablility Income
• Life Insurance
• Long Term Care

• 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