Financial Experts Helping You Build A Solid Financial House
Exceeding Expectations In Creating Financial Freedom
STRATEGIC PARTNERS
About Us
We Help Clients Achieve Their Dreams
At Rinella Legacy Group, we are more than just financial consultants; we are your partners on the path to financial success. With a passion for helping individuals and businesses achieve their financial goals, we have built a reputation for excellence in the industry.
As a veteran-owned organization, we operate with the discipline, integrity, and commitment associated with military service, providing our clients with unparalleled financial solutions. Our team of experienced experts brings a diverse range of skills and knowledge to the table, allowing us to tailor strategies that fit your unique needs.
Our Services
Financial Planning For Individuals
Involves assessing your current financial situation, setting financial goals, and developing a plan to reach those goals. Financial planning is an ongoing process, and it is important to review and update your plan regularly to reflect changes in your life and financial situation.
Crisis Financial Management
Provide financial consultation and guidance during personal or financial crises, such as divorce, sudden inheritance, bankruptcy, or unexpected windfalls, helping clients make sound decisions during challenging times.
Managed Accounts / Investments
Offers access to professionally managed investment strategies in which you delegate to a portfolio manager the authority to buy and sell securities within your account. A financial advisor will work with you to identify your goals and help you select managers and strategies that align with those goals. Over time, your advisor can help you reset your investments to meet your changing needs.
Career Change Financial Planning
Assist clients in planning and executing finances before, during and after career changes. Assisting with considering the financial implications and strategies for transitioning to new industries or self-employment.
TESTIMONIALS
What Our Clients Are Saying
"Loved Everything "
"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
"My Life Has Changed"
"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
"Highly Recommend"
"Joe and Lenora were experts at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Joe and Lenora for several months and during that time, their services have exceeded our expectations. "
-Denise G.
Meet Our Team
Lenora Rinella, MBA
Co-Founder /
Chief Operations Officer
Joseph Rinella, PMP
Co-Founder /
Chief Executive Officer
Megan Lee
Office Manager /
Licensing Specialist
Julie Keown
Advisor
Ian Sewell
Advisor
Gavin Smith
Advisor
Chuck Berserk
Advisor
Kenneth Morgan
Advisor
Steven Monticue
District Leader
Seth Perrault
Advisor
Monali Patel
District Leader
Ambor Fulton
Advisor
Jennifer Morgan
District Leader /
Field Trainer
STILL NOT SURE?
Frequently Asked Questions
Question 1: What do financial advisors do?
Financial consultants provide financial advice and guidance to individuals and families. They can help you develop a financial plan, choose investments, save for retirement, and protect your assets.
Question 2: How do I choose a financial advisor?
When choosing a financial consultant, it is important to consider their experience, qualifications, and fees. You should also make sure that you feel comfortable working with them and that they understand your financial needs and goals.
Question 3: What is the difference between a financial adviso and a financial planner?
Financial consultants and financial planners are both financial professionals who can help you manage your finances. However, there is a key difference between the two. Financial consultants typically focus on providing advice on specific financial products and services, such as investments, insurance, and retirement planning. Financial planners, on the other hand, take a more holistic approach to financial planning and can help you develop a comprehensive financial plan that covers all areas of your financial life, such as budgeting, debt management, and estate planning.
Question 4: Empower Your Investments with an IRA?
With an IRA, you have the freedom to choose where to invest your money, whether it’s stocks, bonds, or mutual funds. Customize your portfolio to fit your risk tolerance and financial goals. Contact us if you have any questions.
Office
3916 Clock Pointe Trail / Suite #103 Stow, Ohio 44224
Call
(234) 738-9011
Website
rinellalegacy.com
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