Riegel Financial
Have you worked with financial professionals who were focused more on selling a certain product or strategy rather than finding out about you and your needs first?
At Riegel Financial our Raymond James financial advisors recognize there is no substitute for developing a long-term relationship with our clients. That means having your best interests at heart. Taking the time to listen to your financial objectives and then advising you on the most beneficial solutions.
We are a small team of astute and knowledgeable professionals committed to providing our clients the very best personal financial service and care. Objective; responsive; and genuinely interested in helping you enhance your future.
Right now, you may have a stockbroker, tax preparer, insurance agent, estate planner, banker, and a financial planner helping you achieve your financial objectives. Wouldn't life be a lot less complicated if you had just one trusted advisor to give you the personal attention and full financial service you deserve?
At Riegel & Associates we believe managing your financial picture should be a simple process. We have long recognized that many clients prefer a single trusted advisor-one source to tie all the loose ends together and confidently manage your total financial program.
Paige Riegel Henry
Paige is a Certified Public Accountant, Certified Financial PlannerTM, and is a branch manager with Raymond James Financial Services. She holds a Stockbroker (series 7) license and is licensed in General, and Municipal Securities on the Principal level, as a Uniform Securities Agent, as well as holding life and health insurance licenses, and provides clients a one-stop financial management resource. Paige has received The Business News' Forty under 40 award, in 2000, as one of Dayton's brightest young business leaders. This award is given to the top 40 leaders in the community under the age of 40. Various criteria are considered such as work experience, attributes made to work and community involvement. And she is a member of The Ohio State University Presidents Club.
Her areas of client expertise are investment and tax planning, as well as estate planning. She also specializes in small business retirement planning and overall financial planning.
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