MAPS.LOL

Home - United States - Massachusetts - Auburndale - Renaissance Wealth Advisors #249248

Renaissance Wealth Advisors

Auburndale, Massachusetts, United States

Loading location map...

General Info:

Friends since 3rd grade, Jon Loer and Lauris Lambergs co-founded Renaissance in 2019 as a financial planning and investment management firm. Sharing common values and vision, Jon and Lauris are building Renaissance by helping clients create and sustain long-term well-being, both in the US and across the globe. No person, family or financial scenario is the same, which is why we use our decades of experience to create custom solutions. From investment management, estate planning and everything in between, we can guide you through volatile times. The stock market and tax laws can change frequently, making it imperative for us to constantly educate ourselves on these topics. We also believe in going above and beyond regarding self-improvement, which includes obtaining financial credentials like the CFP® or CIMA®. In addition, we use many tools like a secure client portal, portfolio management software and other pieces of top-notch technology to facilitate our goal of long-term client well-being.

Similar Businesses :