121 North Fir Street,
Suite C
Ventura, CA 93001
(805) 652-6942
(805) 652-6930 (fax)
E-mail:
TRG@LPL.com
Please click on the representative of your choice to learn more.
|
|
 |
|
|
|
|
|
Russ
Charvonia, |
Merle DiVita, CFP®, CIMA® LPL Financial Advisor CA Insurance license #0789042 |
John Graves, |
Sean Patrick |
Scott Kelly,
|
Cathy Milligann
|
The Renaissance Group, LLC, was established in 1997 to help investors meet all of their financial goals through a wide range of financial services.
We have been providing investment advice and financial services to individuals and businesses in Ventura and the surrounding area for more than 10 years. We constantly serve to be the premier financial services firm in Ventura.
We do this by offering clients an unbiased approach to planning and investing. The independence of the Renaissance Group, LLC is demonstrated by the fact that our broker/dealer, LPL Financial Services, does not develop its own investment products, enabling us to offer truly objective advice.
The Renaissance Group, LLC
Elli Dikes, George Anne Planck,
Scott Kelly, ChFC, CLU, Letty Soliz, Sean Patrick, Cathy Milligan, John Graves,
ChFC, CLU, Merle Divita, CFP®, CIMA®, Russ Charvonia, ChFC, CLU, CFP®, Esq.
What Can A Financial Advisor Do For You?
Offer Prudent and Timely Advice
As an investment professional, a financial advisor has a greater understanding of the economy and markets; more time to evaluate financial strategies; and greater access to comprehensive information. The independent financial advisors affiliated with LPL also can make use of unique, firsthand research of mutual funds; multiple sources of traditional reviews of individual securities and mutual funds; and proprietary software for integrated estate, retirement and college planning.
Monitor and Manage Your Personalized Strategy
A qualified financial advisor can build long-term strategies that balance your financial objectives and constraints, your time horizon and your tolerance for risk, then measure them against your short and long-term goals.
Simplify the Decisions
A financial advisor's job is to pare down the choices - more than 9,400 mutual funds, plus thousands of annuities, insurance options and individual securities - to those that fit your parameters. By identifying appropriate options - including ones that are difficult to discover on your own - and focusing on your objectives, an advisor can save you considerable time and effort.
Ensure Accountability
Last but certainly not least, financial advisors ensure that each entity involved (you, the advisor, and all other suppliers of financial products and services) understands what it must contribute to help make your plans work.
Securities offered through LPL Financial
Member FINRA
Member of Securities Investor Protection Corporation (SIPC). For an
informational brochure, please visit
www.sipc.org.