Riegel Financial Group
Riegel Financial Group
313 E. Stroop Rd
Dayton, OH 45429
313 E. Stroop Rd
Dayton, OH 45429
Certified Public Accountants and Financial Investment Services
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Interview Q&A
How long have you been in business?
The business was started in 1972 by Farald Riegel.
What is your primary product or service?
Tax Preparation & Small Business accounting Investment & Advisory Services Wealth Management and Goal Planning Insurance Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
The business started as a CPA firm and in 1987 added the financial planning. The original owner, Farald Riegel, was both a CPA and CFP. When he retired in 1998, the business was taken over by his daughter, Paige Henry. Paige Henry is also a CPA and CFP and is a branch manager with Raymond James. I guess you can say that the love of finances and accounting runs in the family!
How do you differentiate yourself from other businesses in your category and area?
We are different from other firms in the sense that we offer a one stop shop approach to helping our clients with ALL their financial needs. Our goal is to utilize all of our skills in putting together the most effective and tax efficient plan for our clients when we do their financial planning. We consider all aspects of their finances and their overall estate plan when making recommendations rather than just selling investments. We make sure all the gaps are covered whether it be long term care planning, retirement planning, estate planning, education planning, etc..
How many locations do you have and do you have plans to expand?
We have 1 location in Kettering across for Town & Country with no plans of adding any satellite offices.
Provide detailed directions to your location
From the south take 48N to Stroop Rd then take a left. From the north take 48S to Stroop Rd then take a right. Our address is 313 E. Stroop Rd. across from Town & Country shopping center in Kettering.
Which areas do you service?
Our clients are all over the United States do to the wonderful referrals we have received.
Who owns your company or runs daily operations?
Paige Henry owns both Riegel Financial Investment Services LLC and Riegel Financial CPAs, Inc.
What are your hours of operation?
Monday - Friday 9:00 - 5;00
What is the best compliment anyone can give you?
The best compliment for any of us is to know that we made a difference in their life by giving our clients peace of mind with their financial stress and hearing the positive feedback we receive from family members or referrals.
What is your favorite quote or Bible verse?
Be fearful when others are greedy but be greedy when others are fearful. Warren Buffet
The business was started in 1972 by Farald Riegel.
What is your primary product or service?
Tax Preparation & Small Business accounting Investment & Advisory Services Wealth Management and Goal Planning Insurance Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
The business started as a CPA firm and in 1987 added the financial planning. The original owner, Farald Riegel, was both a CPA and CFP. When he retired in 1998, the business was taken over by his daughter, Paige Henry. Paige Henry is also a CPA and CFP and is a branch manager with Raymond James. I guess you can say that the love of finances and accounting runs in the family!
How do you differentiate yourself from other businesses in your category and area?
We are different from other firms in the sense that we offer a one stop shop approach to helping our clients with ALL their financial needs. Our goal is to utilize all of our skills in putting together the most effective and tax efficient plan for our clients when we do their financial planning. We consider all aspects of their finances and their overall estate plan when making recommendations rather than just selling investments. We make sure all the gaps are covered whether it be long term care planning, retirement planning, estate planning, education planning, etc..
How many locations do you have and do you have plans to expand?
We have 1 location in Kettering across for Town & Country with no plans of adding any satellite offices.
Provide detailed directions to your location
From the south take 48N to Stroop Rd then take a left. From the north take 48S to Stroop Rd then take a right. Our address is 313 E. Stroop Rd. across from Town & Country shopping center in Kettering.
Which areas do you service?
Our clients are all over the United States do to the wonderful referrals we have received.
Who owns your company or runs daily operations?
Paige Henry owns both Riegel Financial Investment Services LLC and Riegel Financial CPAs, Inc.
What are your hours of operation?
Monday - Friday 9:00 - 5;00
What is the best compliment anyone can give you?
The best compliment for any of us is to know that we made a difference in their life by giving our clients peace of mind with their financial stress and hearing the positive feedback we receive from family members or referrals.
What is your favorite quote or Bible verse?
Be fearful when others are greedy but be greedy when others are fearful. Warren Buffet
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