Client Appreciation

Financial planning is a very personal matter and that’s why Paul R. Rigney & Associates, LLC makes building close relationships with their clients a top priority.  Over the years, Paul R. Rigney & Associates have made it their mission to honor their clients in unique and exciting ways, giving the company the opportunity to learn more about each family they work with, beyond their financial planning portfolio.

Circle Of Friends

Close to 100% of our new clients come from referrals and introductions from our current clients. Throughout the year, Paul R. Rigney & Associates hosts private events where clients have the opportunity to introduce someone they care about to our firm and enjoy a great meal in a unique setting.  In the past, we have held private client events at Montgomery Inn restaurant  in Montgomery, OH. Clients and their guests enjoy an educational workshop by Paul Rigney as well as a customized event created specifically for those who are invited.  If you or your group are interested in setting up a private, educational event, click here or call (513) 792-9200.