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Details

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.

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Contact Info

Phone:

Main - 617-663-5595

Address:
275 Grove St Ste 2400 Auburndale, MA 02466

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Category
Banks
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