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!
We can look at your current portfolio, even if it’s currently with another company, to give you a second opinion and make suggestions for improvements. Because we are also tax professionals, we’ll approach your financial plan with a strong tax mitigation strategy that most other financial planners fail to take into account. Because you’ll save and keep more money from taxes, you’ll have more to invest, and therefore, your portfolio will grow faster.
Just starting to invest? Great! We’ll help you start out right.
Sonny Drenen is a knowledgeable and entertaining speaker who can present on an array of tax, financial planning, and business topics for your group. He is a member of the Hartford Springfield Speakers Network.
To discuss your event and to book Sonny, please contact:
I’ve used Drenen’s tax services for many years. They’re friendly, confident people that make you feel comfortable. They work hard to get you the maximum amount on your returns and stand behind the returns they file for you. If you have questions or problems, they always take time to help. I wouldn’t use anyone else.
Pat Templeman, Southwick, MA
Sonny and Matt have been great! I have appreciated their prompt and professional service especially in difficult times. After using their services for well over 10 years, what I appreciate most is their friendship!
We have been coming to Freda for many years and have been beyond satisfied for numerous reasons.
Mr. & Mrs. R. Drenga
Working with Sonny Drenen (Drenen Financial Services) on my business and personal tax preparation changed my whole outlook on “tax time”. I no longer dread it. Sonny made me feel comfortable and at home on my very first visit, and he helped me develop the tools I needed to easily organize and track my tax documentation throughout the course of the year, making end of the year tax preparation a breeze. Plus, I know with Drenen Financial Services’ expertise, I am always getting the maximum refund possible.
Cheryl McGraw, Topaz Graphics
My wife and I have been clients of Drenen Financial Services for over 15 years. During that time we have had Sonny do all of our tax returns and those of our children as well. They have always been accurate, friendly, and very helpful in filing our returns. I will always recommend their services to anyone that wants top-quality advice and service at a very fair price. They have become more than our tax preparers, they have become our friends.
Luther & Janine Barstow
For new and current clients, please call the office to make an appointment for a consultation or tax return preparation.
Not sure what kind of appointment you need? We will pair you with the right team member.
Please message us if there’s anything we can do for you.
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