Dan Riegner Email & Phone Number

My partner, Quentin Davis, and I worked together through another planning office for six years or so. In 2022, we decided to create WealthWise Financial Group, LLC., our own business that would allow us to focus more on the work we wanted to do for clients. Creating something new can be a bit daunting but it has been very rewarding for us and our clients. For me, my focus is on building long-term relationships with clients and with those in the community in which I live. I enjoy helping clients find more time to be significant in the lives of their families and loved ones. As an advisor, I focus on the areas of financial planning, investment management, insurance and cash flow management. In a book on ethics, I found the following quote by D.L. Moody that I feel makes quite a statement on how to live one's life:"Do all the good you canTo all the people you canIn all the ways you canFor as long as you can"Dan resides in Maineville, Ohio and has three kids: Grant, Savannah and Lance. He is an avid cyclist, outdoorsman and Harley Davidson enthusiast. He is a 4th Degree Knight of Columbus and belongs to St. Philip The Apostle Catholic Church in Morrow, Ohio. Daniel Riegner is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, 100 E Campus View Blvd., Ste. 125, Columbus, OH 43235, 614-430-8414. WealthWise Financial Group, LLC in Financial Services is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer of NLIC.Daniel Riegner is licensed to sell securities in Ohio and Kentucky and is insurance-licensed in Ohio, Kentucky, Pennsylvania, Indiana and Virginia. An endorsement of this individual may not reflect others’ views or experience. TC133508(0523)PSpecialties: * Retirement Planning Strategies* Business Succession Strategies* Executive Compensation * Deferred Compensation Plans* Mutual Funds* 401(k), SEP and SIMPLE IRA Plans* Roth IRA * Defined Benefit Plans* Employee Benefits* Life Insurance* Disability Insurance* Long-term Care Insurance* Annuities* Planning for College Funding

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  Kent State University