Financial Advisors Exceeding Expectations In Creating Financial Freedom
Legacy, Integrity, Financial Freedom
Financial Advisors Exceeding Expectations In Creating Financial Freedom
Legacy, Integrity, Financial Freedom
Welcome
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About Us
Our Team
What We Do
What We Do
Rinella Legacy Group, LLC., is committed to guiding our clients towards financial security and independence. Our experienced team is devoted to offering tailored financial solutions that cater to individual needs. As a veteran-owned organization, we operate with the discipline, integrity, and commitment associated with military service,
Rinella Legacy Group, LLC., is committed to guiding our clients towards financial security and independence. Our experienced team is devoted to offering tailored financial solutions that cater to individual needs. As a veteran-owned organization, we operate with the discipline, integrity, and commitment associated with military service, providing our clients with unparalleled financial solutions.
What We Do
What We Do
What We Do
Are you committed to taking control of your financial future? Let us help you achieve your goals and realize your dreams. With our personalized financial planning services, we will create a roadmap tailored to your unique circumstances. Whether you’re saving for your first home, your children’s education, or retirement, we have the expertise to guide you to success.
Our Mission
Growth For Your Future Is Our Goal
Growth For Your Future Is Our Goal
To simplify your financial journey and to always remain committed to guiding you and supporting you every step of the way.
At the heart of our services is a commitment to transparency, trust, and unparalleled support. Join us today and experience a new standard in financial planning.
Growth For Your Future Is Our Goal
Growth For Your Future Is Our Goal
Growth For Your Future Is Our Goal
Our dedicated leadership team works hard to ensure that every client has a positive experience. We are committed to ALWAYS DOING WHAT IS RIGHT FOR THE CLIENT.
Rinella legacy accolades / Affiliations
Helping People Achieve Financial Freedom
Who We Are
Client Reviews
"Joe and Lenora are experts at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Joe and Lenora for years and during that time, their services have exceeded our expectations. " ~ Denise G.
"I had the greatest experience with Lenora today, she was very helpful and professional! She went beyond my expectations to help me with my financial goals, she was very kind and patient. Thank you!!" ~ Roy V.
"Rinella Legacy Group is the best. Joe and Lenora put me at ease. I felt very comfortable with them and felt they've always had my interest at heart. Be assured they are legit! Thank you Rinella Legacy Group for making me feel like family. Will definitely recommend to friends and family" ~ Jean H.
"My experience with Rinella Legacy Group was excellent in all respects. The support staff I spoke with were very friendly, very polite, and extremely helpful. I most certainly recommend this company." ~ Jennifer H.
Personalized Approach
We understand that each client's financial goals and circumstances are unique. Hence, we adopt a tailored approach to financial planning, providing personalized solutions that align with your individual financial objectives and lifestyle aspirations.
Unparalleled Expertise
Our team comprises seasoned professionals with expertise spanning multiple financial domains. This diverse proficiency enables us to provide holistic financial planning services, considering all aspects of your financial life. From retirement planning to risk management, we've got you covered.
Commitment to Transparency
We believe in fostering a relationship of trust with our clients. We ensure complete transparency in our services, equipping you with a comprehensive understanding of your financial status. This empowers you to make informed decisions and steer your financial destiny effectively.
our team
Seth Perrault, District Leader
Jennifer Morgan, Field Trainer / Division Leader
Monali Patel, District Leader
Ian Smith, District Leader
Chuck Berserk, Advisor
Julie Keown, Advisor
Aayush Shanmugen, Advisor
Joseph Rinella, CEO
Megan Lee, Office Administrator
Gavin Smith, Advisor
Steven Monticue, District Leader
Lenora Rinella, COO