Regatta Research & Money Mgmt

Dominic Gianna 

on Google

a month ago

Regatta has performed wonderfully for my family over many years. The decisions made and the personal care shown for us are unmatched. Our assets have grown and the long term plan Regatta created has worked. Thanks, Regatta for a great job. Dom & Bev Gianna 

Jackie Graham 

on Google

2 months ago

For over 20 years I have trusted Regatta with my portfolio. Performance has been exceptional as is their integrity and honesty. Personalized “out of the box” choices for my portfolio have met or exceeded my expectations. Staff is always available, friendly and attentive. 

Hal Levine 

on Google

2 months ago

My wife and I became a client of Regatta in 2006, as a result of a recommendation from my CPA. He specifically suggested we contact Andy Pool, one of the advisors at Regatta. It has now been 20 years and I think of Andy more as a friend as opposed to someone we hired to look after our investments. I would be remiss if I did not say how pleased we have been with the results of the growth in our initial investments. Andy’s response to emails are often received the same day, never later than the day after. Libby Rousseve, FPQP,... read more

Valerie Brown 

on Google

2 months ago

I have been working with Eric for over 20 years. He always wants to make sure you are satisfied and understand what’s going on with your investments. I really appreciate what the Regatta team has done for me and my family. Eric, Libby, and the team are top notch. I have recommended Regatta to several friends and will continue to do so. 

William Brasted 

on Google

2 months ago

I have had my retirement account managed by Regatta since the beginning of the company. Fees are fair and investments have consistently grown. The personal communication and availability are excellent.