 |
Our philosophy 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 & Associates 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 firm 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. |
||
 |
Paige Riegel Henry paige.henry@raymondjames.com 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, and Registered Investment Advisor Representative, as well as holding life and health insurance licenses. Paige has received The Business News' Forty under 40 award 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 and overall financial planning. To assist clients in evaluating their business, Paige will prepare financial statements for small businesses. Paige has been a foster volunteer through SICSA since 2000 and has fostered over 60 dogs through the program. |
||
|
|||
|
Thomas Charles Schwab thomas.schwab@raymondjames.com
A trusted Raymond James financial advisor, Tom specializes in helping clients who appreciate not being overwhelmed with complicated data about markets and investing. Tom’s reputation for trusted, sound advice allows him to help his clients through the financial planning process and focus on their lives while preparing for and living in their retirement years. A stockbroker with General Securities Representative and Uniform Securities Agent licenses, he also holds his life and health insurance licenses. Tom has expertise in in retirement planning strategies for Individual Investors and Small business owners with an emphasis on retirement income strategies for those in their retirement years. Tom assists in tax preparation and also specializes in QuickBooks accounting. A veteran of Desert Shield and Desert Storm, Tom served for 8 years as a Criminal Investigator in U.S. Marine Corps. While in the Marine Corps, Tom learned two valuable lessons which he continues to use everyday of his professional and personal life: keeping his priorities in order and being able to act without hesitation. These life lessons have helped Tom monitor the |
||
|
|||
| Cathy Warren cathy.warren@raymondjames.com Cathy Warren has been with Riegel Financial since 1999. She has her Bachelors of Science in Education from Wright State University. Her specialty is Payroll Preparation and Sales Tax. She currently handles all payroll for our clients and manages all the payroll tax returns as well. She also files all the sales tax reports. She does bookkeeping input as well as small business accounting. |
|||
|
|
||
| Advisors | Memberships | Community Involvement | Services | Newsletters | Home Tax Planning | Investment Calculators | Stock Quotes | Investor Access | Contact Us |
|||
