Broker Check
 

 

 

Coventry Financial Group

Coventry Financial Group

(903) 763-4711
[email protected]

We have a “hometown” approach to doing business and enjoy building long term relationships with our clients and their entire families. While the majority of our clients reside in the greater Quitman / Wood County community, we have clients all over the state of Texas and in 10 other states. Our clients include business owners, ranchers, farmers, military, corporate employees, retirees, and everything in between. We are proud that our clients’ business tends to stay put even when life pulls them elsewhere. We have clients that reside in over 15 states, as well as all over the state of Texas.  Come see why.

Larry Coventry, a CPA previously focused on the real estate industry, and Regina Coventry, his spouse and business partner, opened a public accounting business in February 1982. The original business location started and is still “on the square” in down town Quitman, Texas, a thriving community of about 2,000 people. They currently serve the tax and accounting needs of over 700 individuals and 100 corporations, partnerships, and trusts.

The decision to include Investment and Financial Planning services through Larry's affiliation with HD Vest in 1987 lead to the current format of Coventry Financial Group.  Larry and Regina recognized the need to serve their clients in this important area as Larry became a licensed securities broker in 1987, a Certified Financial Planner in 1992, and an Investment Advisor Agent in 1995. Regina became a licensed registered representative in 1998. Their son Brian, after working in the securities industry in Dallas and Austin for 11 years, returned home to join this side of the business in 2007. Brian became a licensed securities broker in 1997, a licensed Investment Advisor Agent in 2007, and Insurance licensed in 2014. Most of their time is devoted to retirement planning and investment asset management.  However, any financial planning problem can be addressed. They believe conservative investment principals combined with solid financial planning techniques can solve most long term financial goals. With over 69 years of combined total experience in financial services, Coventry Financial Group stands ready to handle all of your financial services needs.