Renaissance Financial Advisory Services - Ameriprise Financial Services, LLC - Woodland Hills, California

Renaissance Financial Advisory Services – Ameriprise Financial Services, LLC: A Comprehensive Overview

Renaissance Financial Advisory Services, a division of Ameriprise Financial Services, LLC, stands as a dedicated resource for individuals and families seeking comprehensive financial planning and investment services. Located at 6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367, United States, this firm provides personalized guidance to help clients achieve their long-term financial goals. With a commitment to building strong relationships and offering tailored solutions, Renaissance Financial Advisory Services distinguishes itself through its knowledgeable team and client-centric approach.

Location and Contact Information

The firm’s physical address is 6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367. Clients can readily connect with the team via telephone at 8187030172. For detailed information and to schedule an appointment, visitors can explore their website: ameripriseadvisors.com. This website offers a convenient platform for accessing resources, understanding the team’s qualifications, and learning more about the services provided.

Specialties and Services

Renaissance Financial Advisory Services specializes in a wide array of financial services, catering to diverse client needs. Their primary focus includes:

• Financial Planning: They assist clients in developing comprehensive financial plans encompassing retirement planning, investment strategies, education funding, estate planning, and insurance needs.
• Investment Services: The firm provides personalized investment management strategies designed to align with individual risk tolerance, time horizon, and financial objectives. This includes brokerage services and access to a wide range of investment products.
• Retirement Planning: A significant portion of their services is dedicated to helping clients plan for a comfortable retirement, incorporating strategies for maximizing savings and minimizing taxes.
• Education Planning: They assist families in navigating the complexities of college savings and planning for future educational expenses.
• Estate Planning: Renaissance Financial Advisory Services offers guidance on estate planning matters, ensuring clients’ assets are distributed according to their wishes.

The firm recognizes the importance of flexibility and convenience, offering both online appointments and on-site services to accommodate client preferences. They prioritize building a strong rapport with each client, fostering trust and open communication throughout the planning process.

Accessibility and Amenities

Renaissance Financial Advisory Services is committed to ensuring accessibility for all clients. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible seating, demonstrating a dedication to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are required, and clients are encouraged to schedule them in advance, ensuring dedicated time and attention for their individual needs. The firm also provides a toilet for client use.

Client Feedback and Reputation

Based on publicly available information, Renaissance Financial Advisory Services consistently receives high praise from its clients. The company boasts a remarkable average rating of 5/5 on Google My Business, reflecting a strong commitment to client satisfaction. Numerous reviews highlight the team’s highly knowledgeable, professional, and caring approach. Clients frequently commend the firm's ability to provide clear, understandable advice and to tailor solutions to their specific circumstances. Many reviewers specifically recommend the firm to others, underscoring its positive reputation within the community. The emphasis on personalized service and a genuine interest in client well-being appears to be a key factor in driving this exceptional feedback. The team’s dedication to understanding each client’s unique situation and goals contributes to the overall positive experience.

Key Features and Benefits

In conclusion, Renaissance Financial Advisory Services – Ameriprise Financial Services, LLC, provides a trustworthy and client-focused approach to financial planning and investment management. Its dedication to accessibility, combined with its experienced team and commitment to personalized service, positions it as an excellent resource for individuals and families seeking to secure their financial future. The consistently positive feedback from clients further reinforces its reputation as a reliable and valued partner.

👍 Reviews of Renaissance Financial Advisory Services - Ameriprise Financial Services, LLC

stan N.

5/5

Everyone there is highly knowledgeable, professional, and very caring. I recommend them to everyone.