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