(866) 260-6929 info@regentone.com Home Services Resources News About Contact Client Log in New Client Intake Forms Home » Services » New Client Intake Forms Getting Started Taking the first step New Client Intake Forms Fiduciary Standard Of Care Second Opinion Service Independence Means Greater Freedom For All Individual Finance Process Overview Investment Management & Advisory Services Introduction – Accumulation – Taxation – Estate Planning – Retirement Planning – Risk Management Preferred Portfolio Services (PPS) To complete our New Client Intake Form and Review Worksheet, please click on the link below. We recommend opening with Adobe Acrobat Client Intake Form & Review Worksheet Upon completion of the form please hit the “SUBMIT” button on the last page where it will be then sent to us. Should you have trouble submitting through our button, “Save” the document and send it to us as an attachment to Fburgess@regentone.com using your preferred email. OR Print and mail it to us at: Regent Financial Services 18 Pleasant Street Brunswick, Maine 04011 Contact Us This communication is strictly intended for individuals residing in the states of California, Florida, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Vermont. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Regent Financial Services. Privacy Policy Copyright © 2020, Regent Financial Services | 18 Pleasant Street, Brunswick, ME 04011 Commonwealth Financial Network and Regent Financial Services does not provide legal or tax advice. Code