25 North Lake Street
Rychley Financial, was established in 2004 by Marty Rychley with his affiliation to Independent Broker/Dealer H.D. Vest (now Avantax Investment Services℠). After attaining his degree in Business with a concentration in Personal Finance and Business Management from Mercyhurst University (Erie, PA). Marty attained his Securities licenses (Series 7, 66) and Life/Health Insurance licenses and joined offices with Wendy Rychley and her tax and accounting business. Wendy came up with an idea and business plan that a tax professional and a financial advisor in the same office, working together with the same families and businesses, would be able to provide a comprehensive and consistent wealth management approach. Almost immediately, they could see the approach was a good one and clients utilizing their services have been thankful ever since for being able to visit one office (especially during tax season) to coordinate two very important aspects of their lives.
Due to the success of their business model, Rychley Financial needed to expand into a team-based business. Christian Gaffy and Crystal Satnik have since joined the firm as experienced financial professionals. This has been critical to meeting the ever-growing demand of the business. Both Christian and Crystal have a passion for finance, have degrees in Business with a concentration in Personal Finance and many years involved in the business of financial services.
As business evolves in the 2020’s, Rychley Financial maintains its original mission that combining advice from a tax and financial services standpoint is a wonderful approach in our industry. Whether we are discussing cash flow and debt management ideas or helping someone save for retirement or education. The professionals in our office are prepared to address client’s unique financial situations. We have been complimented on the approach of explaining complex financial strategies in an easy to understand manner. Our focus will continue to be on the long-term financial planning that leads to meeting our client’s financial goals.
If you’re interested in finding out more about what it’s like to work with Rychley Financial we encourage you to schedule a complimentary consultation with our office.