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Planning Services

Financial Planning

Regen, Benz & MacKenzie offers authoritative personal financial planning services for many of our clients. This service may be tailored to meet the individual needs of clients with diverse financial and wealth management goals.

Please contact us for more information about making our financial planning service promote your goals.

Retirement/Estate Planning

Our experienced associates consult with clients’ attorneys and relevant family members to draft wills, establish trusts and suggest gifts to produce the best possible results for your retirement and estate planning.

Please contact us for more information about making our planning services promote your goals.


HEADQUARTERS
Regen Benz MacKenzie
57 West 38th Street, 3rd Floor
New York, NY 10018
Tel: (212) 661-2720
E: info@RBMCPAS.com