Teamwork is the defining factor that sets Renaissance Financial apart from the rest of the financial services field. When working with an advisor at Renaissance, for either personal or business finances, you are introduced to a team of professionals that have the common goal of offering expert advice to assist you in reaching financial freedom. From that element of teamwork comes the ability to provide outstanding service to clients by keeping the lines of communication open.
The History
Renaissance Financial was established with the core beliefs of using teamwork to provide custom-made advice and offering unprecedented levels of service to clients in order to help achieve an end result of financial freedom. The team members of Renaissance
have worked hard to build a comprehensive financial services firm that is committed to helping our clients improve upon and achieve their financial objectives, one relationship at a time. Since the firm was founded in 1994, the Renaissance Financial team has grown to over 100 members, and more growth is expected in the future.
Continued Growth
Renaissance Financial Corporation’s main office is located in St. Louis, Missouri. Renaissance opened offices in Omaha, Nebraska and Lincoln, Nebraska in September of 2005, and in Kansas City, Kansas in April of 2007. Renaissance also has a satellite office in Washington, Missouri. Other exciting future plans include the overall expansion to approximately 100 advisors within the next four years.
Please take the opportunity to browse the links on this site or call us at 314-569-2900 for more information about Renaissance Financial.
A Message From Greg & Steve
At Renaissance Financial, we want to make your individual and business financial strategy more rewarding for you. We have compiled the financial services you can get individually from a variety of institutions and offer them to you in one complete package. When we work together, you are matched up with a team of financial professionals who are experts in a number of areas. Our common goal is to offer you a complete financial package that benefits you.
As we continue to expand our team of professionals and our resources throughout the country, we encourage you to grow along with us. Our team of bright, creative professionals genuinely cares about those who come to us for guidance and direction, and can help you develop and expand your financial strategy. They continue to work as a team to ensure continuity and great service to you. We speak for everyone at Renaissance Financial when we say that we share one common mission:
To help you and all of our clients achieve financial freedom...one relationship at a time.
We feel passion for this business. That’s why we prefer to work with a financial services firm that feels passionately about theirs. We’ve opened 65 bakery-cafes in nine years and are having too much fun to stop. While annual sales exceed $100 million and we have almost 3,000 employees, we still act like a small company that just happens to be large. We are regularly reevaluating our programs to fit our changing needs and believe in taking the time to make good decisions, make changes for the better, and implement processes that will benefit the company and motivate our employees. To that end, Renaissance Financial understands our need for creativity and efficiency of design in our employee programs. We’ve tried working with other companies, but felt like we were being forced into a mold that didn’t fit. Renaissance, and our advisor Matt Witte, customized executive compensation arrangements that met our unique objectives. As we continue along the path of growth, we will continue to look towards Renaissance Financial for our future needs.
Ray Battocletti, Vice-President Finance
Breads of The World, L.L.C, franchisee of Panera, Inc.
This testimonial may not be representative of the experience of other clients, and is not indicative of future performance or success. This testimonial pertains solely to non-investment advisory services.
1142-2006-19520 DOFU: 11/9/06
Lisa Hays: Hays Family
My husband Craig recently had a heart attack. As family members came to visit our house, they spoke about the “what ifs,” and the worse case was mentioned. As I overheard their discussion, I fought not to step into the room and say “Please! Our finances – should anything happen to Craig – are the least of my worries.” Bold statement? Yes, but also a true statement. With the gentle guidance of our advisor, Julie Boschert Hercules, I feel financially secure. You have no idea how comforting that is.
She has taken an active interest in our portfolio, recommended that we set up a trust for our son, we’ve created a will; and our 401(k) plan is in good shape. She usually meets with us for an hour or two, two times a year, to review our investments. I simply want to let everyone know how much I appreciate Julie and the Renaissance Financial team.
Lisa Hays
St. Louis, Missouri
This testimonial may not be representative of the experience of other clients, and is not indicative of future performance or success. This testimonial pertains solely to non-investment advisory services.
