Drenen Financial Services was founded by Walter “Sonny” Drenen
and has been in business in the greater Westfield community since 1977,
Serving thousands of highly-satisfied clients primarily throughout Massachusetts and Connecticut.
Even the best laid financial plan can be completely undone by taxes and changes in tax laws, taking with it any gains and profits you made in your portfolio, personal income, or business (if you have one). If you have a separate accountant and financial planner, they may not have all the knowledge, experience, and information you need to provide you a comprehensive plan that helps position you for the lowest taxes and the safest, highest returns.
That’s why the Drenen Financial Services philosophy is that tax mitigation and financial planning go hand-in-hand. We are a full-service firm, catering to clients’ personal and business needs for tax preparation, financial planning and investments, and business services. We have over 3,000 active clients, including individuals, families, and businesses and file over 2,000 tax returns each year.
At Drenen Financial Services, we treat our clients like the family and friends they are, with friendly, warm, and attentive service. We take the time to get to know our clients, to ask the right questions and listen, so we can carefully craft a comprehensive tax and financial plan to meet their needs and goals.
In addition to our knowledge, experience, and accuracy, we pride ourselves in our resourcefulness and creativity. We often find mistakes other tax preparers and financial planners miss and help our clients take advantage of little known tax laws and unique investment opportunities.
As a result, we have many more strategies and tools at our fingertips to:
Walter “Sonny” Drenen, is a Licensed Investment Advisor Representative (IAR) and is able to discuss and/or sell financial advisory services and products, including insurance and securities. Currently licensed in MA, CT, VT, FL, SD, WA. Moving or new, out-of-state client? Walter Drenen can obtain licenses, as required, in any state our clients reside. Please inquire.
We’d love to meet you!