Rafaniello Financial Group

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Rafaniello Financial Group With 25+ years of experience.

Bridging Today & Tomorrow |
Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized planning, retirement strategies, investments, and tax planning. Bridging Today & Tomorrow

Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized financial planning, retirement strategies, investment management, tax planning, and more. With over 25 years of experience and a fiduciary commitment to putting your best interests first, we take a clear, relationship-driven approach to help you live confidently today while planning for tomorrow.

📍 Serving clients in the Kalida, Ohio area and nationwide

If college is still 10 years away for your kiddo, planning for it probably doesn't feel urgent.However, now's actually a...
10/15/2026

If college is still 10 years away for your kiddo, planning for it probably doesn't feel urgent.

However, now's actually a good time to start.🎓

Education planning can help families think ahead about future costs, savings strategies, and how college fits alongside other financial priorities.

You don't have to figure it all out at once. Starting the conversation early gives you more time to build a strategy and adjust along the way.

Visit our website to learn more about Education Planning and how Peter can help your family prepare.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

You planned the wedding. You said “I do.” Now there are a few less exciting things worth putting on the newlywed checkli...
10/12/2026

You planned the wedding. You said “I do.” Now there are a few less exciting things worth putting on the newlywed checklist.💍

Marriage is a good time to review:
• Beneficiary designations
• Life insurance
• Employer benefits
• Retirement accounts
• Your shared financial goals

You don't have to have your entire financial future figured out as newlyweds. But you should start talking about it.

Recently married? Schedule a conversation with Peter and start building a financial plan for the life you're building together.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Preparation isn’t just part of financial planning.🔥 At Rafaniello Financial Group, we talk a lot about planning ahead fo...
10/07/2026

Preparation isn’t just part of financial planning.🔥

At Rafaniello Financial Group, we talk a lot about planning ahead for the unexpected. During Fire Prevention Week, that same mindset applies at home.

Take a few minutes this week to:
• Test your smoke alarms
• Review your family’s escape plan
• Choose a designated meeting place
• Make sure important financial and personal documents are stored securely and can be accessed if needed

We plan ahead financially because we can’t predict everything life will bring. Preparing your household for an emergency follows the same principle.

A little planning now can make a difficult situation easier to navigate later.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

🎉 Today is the day… THE SIGNAGE IS UP!!Seeing the Rafaniello Financial Group name officially on our new building marks a...
10/05/2026

🎉 Today is the day… THE SIGNAGE IS UP!!

Seeing the Rafaniello Financial Group name officially on our new building marks a huge milestone for us, and we couldn’t be happier with how it turned out. Great work, Fultz Sign Company and Red Tornado Collective 2.0!!

There have been a lot of steps along the way to making this new space feel like home, but this one makes it feel especially official.

We’re so excited for this next chapter in Kalida and can’t wait to welcome you through the doors!

📍 200 E N St, Kalida, OH 45853

And of course… what do you think of the new look?! 👇

Well, had an exciting day Sunday as I was given the key to our new office and had the reception area sign delivered!! Wi...
09/28/2026

Well, had an exciting day Sunday as I was given the key to our new office and had the reception area sign delivered!! Will be moving our things through out the week with a target first day in the office of October 5th!! We are so blessed with so many awesome and loyal clients. Without them, none of this would be possible so THANK YOU to each and every one of you all!!

You don't need to know exactly what the next 30 years will look like before you start planning for them.🌱Your life is go...
09/25/2026

You don't need to know exactly what the next 30 years will look like before you start planning for them.🌱

Your life is going to change...

-New job
-Marriage
-First home
-Kids
-Raises
-Career changes
-Aging parents

Your financial plan should change right along with you.

Starting isn't about having every answer. It's about having someone to help you navigate the questions as they come.

Start building that relationship now. Schedule a 15-minute conversation with Peter Rafaniello, CFP®.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Your Parents Have a Financial Advisor. Have You Met Them? 👋Your parents may have spent decades building a financial plan...
09/22/2026

Your Parents Have a Financial Advisor. Have You Met Them? 👋

Your parents may have spent decades building a financial plan.

But if something happened tomorrow, would you know who to call?

Adult children shouldn't have to meet their parents' financial advisor for the first time during a difficult life event.

Making the introduction now can help everyone understand:
• Who is part of the financial team
• Where to turn with questions
• What Mom and Dad have planned
• Who should be involved when life changes

Peter wants to know the people who matter to his clients, not just the numbers on their accounts.

If your children haven't met Peter yet, consider making the introduction.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

We are getting so excited for our internal signage for our new office space, opening early October! Impressive work ok t...
09/19/2026

We are getting so excited for our internal signage for our new office space, opening early October!

Impressive work ok the metal portion of the sign, Koester Custom Design LLC!! Next up - woodwork and lighting by Eric at Cascade Woodwork!!

Retirement planning isn't just for people getting close to retirement.⏳In fact, some of the most important decisions hap...
09/18/2026

Retirement planning isn't just for people getting close to retirement.⏳

In fact, some of the most important decisions happen decades earlier.

• How much are you contributing?
• Are you taking advantage of employer benefits?
• Are your investments aligned with your goals?
• Do you know what you're actually working toward?

You don't have to have everything figured out today. You just need to start.

Schedule a 15-minute conversation with Peter Rafaniello, CFP® and start building a strategy for where you want to go.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

A pretty great night with some pretty great people!We recently had a wonderful evening at 1820 BrewWerks with good food,...
09/17/2026

A pretty great night with some pretty great people!
We recently had a wonderful evening at 1820 BrewWerks with good food, lots of laughs, and plenty to celebrate.

It was especially fun getting to spend some time together outside of the office to thank some loyal clients and mark a pretty big milestone ... the big 5-0 for Pete!
(Apparently, turning 50 also means your wife gets permission to turn childhood photos into party decorations. 😂 Thanks, Kirstie)

A big thank you to everyone who helped make the evening such a memorable one.
Feeling very grateful for the people who have been part of the journey so far. Here’s to what’s ahead!

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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