What We Do

Renaissance Financial is a comprehensive financial services firm that serves both individuals and businesses that seek a team-based approach to achieving their financial objectives.

Individuals will work with a financial advisor to develop a strategy that is unique to you and your needs. Whether you are just starting your first job, beginning a family, preparing the kids for college or enjoying a well-earned retirement, Renaissance Financial is here to help you prepare for today and tomorrow. Depending on your specific needs, our team will design a strategy to help get you where you want to be. Whether your financial needs include wealth accumulation, wealth preservation, tax planning, life insurance or estate planning, the experienced and knowledgeable members of the Renaissance Financial team will have creative ideas to help achieve your objectives. For more information on what we can do for you please read about the Personal Financial Services we provide.

For businesses, Renaissance Financial makes available a wide range of products and services to help your business maximize its financial and operating potential. Renaissance Financial has a unique structure that includes several departments to enhance your business's development. Our employee benefits division can evaluate the current benefit plan you have in place and see if a better solution is available. At Renaissance Financial we understand the importance of providing for your employees. Through insurance and retirement programs we can make sure your company is attracting and maintaining the most talented individuals, while being cost-effective for you. If you are a business owner, we can also analyze the strategy for keeping your company attractive for the next generation or potential investors. For more information on what we can do for your business please read about the Corporate Financial Services we provide.

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.