Richard Nagy

Executive Principal
Cleveland, OH
Resident of Avon, OH
Rea Team Member Since 2017
  • Richard works closely with clients to help them achieve financial success.

Topics or areas of expertise that Richard can talk about (even in his sleep):

  • M & A transactions and planning
  • Anything about partnership tax
  • Tax aspects of buying and selling of businesses
  • Personal financial planning
  • Social security and Medicare planning

How he’s helped clients meet their business needs:

  • Richard has assisted various clients in the sale of their business.
  • He has also helped a second generation in transferring the family business to the third generation.
  • Helped a client analyze his financial situation as he approached retirement age.

How we know he knows what he’s doing:

  • He holds a bachelor’s degree in accounting from the University of Toledo
  • He also received his MBA from the University of Toledo
  • Richard has more than 45 years of experience in the accounting industry

When he’s not in the office, you can find him:

  • Playing tennis or golf
  • Spending time with his family

Inside The Mind Of…

  • What’s your favorite aspect of your job?
    Helping clients be successful.
  • Describe your work style.
    Very focused and thorough.
  • What do you consider is your “brightest” quality?
    Very trustworthy

Just For Fun:

  • What profession would you choose if you didn’t go into accounting?
    I told my 8th grade guidance counselor that I wanted to be a CPA when I grew up, otherwise, I would have been a tennis professional.
  • What makes you get out of bed every day?
    I always have a list of things I want to get done the next day.
  • What is your most prized possession?
    A gold tennis ball trophy my dad won when he won the Canadian Nationals at age 70.