Insights

Established Expertise Brent Financial Group has a longstanding history since 1986, positioning itself as a trusted local financial consulting and asset management firm, which can appeal to clients seeking experienced advisors.

Niche Market Focus The firm primarily serves residents in specific states including New York, California, and Florida, providing an opportunity to offer tailored marketing strategies that align with regional regulatory requirements and client needs.

Growing Mid-Tier Revenue With annual revenues ranging from one to ten million dollars, Brent Financial Group is an emerging player that can benefit from advanced technological solutions and expanded service offerings to boost growth.

Technology Adoption The firm's use of cloud services, client engagement tools like FMG Suite, and digital transaction platforms such as DocuSign indicates openness to integrating innovative technology, presenting opportunities for upselling comprehensive fintech solutions.

Competitive Positioning Operating in a market with industry giants like Charles Schwab and Fidelity, Brent Financial Group can leverage its local presence and personalized service approach to differentiate from larger competitors.

Similar companies to Brent Financial Group, LLC

Brent Financial Group, LLC Tech Stack

Brent Financial Group, LLC uses 8 technology products and services including Amazon EC2, FMG Suite, DocuSign, and more. Explore Brent Financial Group, LLC's tech stack below.

Amazon EC2
Cloud Infrastructure Computing
FMG Suite
Content Marketing
DocuSign
Miscellaneous
New Relic
Real User Monitoring
Google Tag Manager
Tag Management
Acquia Cloud Site Factory
Web Hosting
Drupal Multisite
Web Hosting
Apache
Web Servers

Media & News

Brent Financial Group, LLC's Email Address Formats

Brent Financial Group, LLC uses at least 1 format(s):

Brent Financial Group, LLC Email Formats	Example	Percentage
First@brentfinancial.com	John@brentfinancial.com	50%
Last@brentfinancial.com	Doe@brentfinancial.com	25%
FLast@brentfinancial.com	JDoe@brentfinancial.com	13%
LastF@brentfinancial.com	DoeJ@brentfinancial.com	12%

Frequently Asked Questions

Where is Brent Financial Group, LLC's headquarters located?

Brent Financial Group, LLC's main headquarters is located at 70 East Main Street Wappingers Falls, New York 12590 United States. The company has employees across 1 continents, including North America.

What is Brent Financial Group, LLC's phone number?

You can contact Brent Financial Group, LLC's main corporate office by phone at

+1-845-297-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brent Financial Group, LLC's official website and social media links?

Brent Financial Group, LLC's official website is brentfinancial.com and has social profiles on LinkedIn.

What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Brent Financial Group, LLC have currently?

As of December 2025, Brent Financial Group, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Owner: P. B.Tax Return Reviewer: L. L. N.Administrative Assistant: B. L.. Explore Brent Financial Group, LLC's employee directory with LeadIQ.

What industry does Brent Financial Group, LLC belong to?

Brent Financial Group, LLC operates in the Financial Services industry.

What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes Amazon EC2FMG SuiteDocuSignNew RelicGoogle Tag ManagerAcquia Cloud Site FactoryDrupal MultisiteApache.

What is Brent Financial Group, LLC's email format?

Brent Financial Group, LLC's email format typically follows the pattern of First@brentfinancial.com. Find more Brent Financial Group, LLC email formats with LeadIQ.

Brent Financial Group, LLC

Q: How many employees does Brent Financial Group, LLC have currently?

Brent Financial Group, LLC has approximately 11 employees.

Q: What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes New Relic, jQuery CDN, Acquia Cloud Platform, CodeMirror, Datadog.

Q: What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Founded in 1986, Brent Financial Group is one of the finest financial consulting and asset management firms in the community. If you are looking for a financial professional who puts your needs first, consider Brent Financial Group. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MN, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WY. 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. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Company Overview

Headquarters: 70 East Main Street Wappingers Falls, New York 12590 United States
Phone number: +1-845-297-****
Website: brentfinancial.com
NAICS Code: 52 - Finance and Insurance
Employees: 11-50