Angela Renna, RICP

President

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Phone: 315-699-3424 ext. 7010
Fax: 315-939-1321
E-mail:


Angela has been working with individuals and small businesses for over 20 years in the accounting, tax planning* and financial services fields. She pursued her education in Business Administration and Finance at both Pace University and Columbia College.

She has earned the professional designation, RICP (Retirement Income Certified Professional) from The American College in Bryn Mawr, Pennsylvania.

With the combination of her education, extensive experience, and continuous training, Angela is able to bring a unique approach to clients wishing a comprehensive financial strategy.

Angela is committed to the community, volunteering with the WBOC (Women, Business, Opportunities, Connections) where she has held the office of President; served as a mentor and educator of middle school children with the Hillsman Foundation teaching the importance of financial literacy and career development; and also served on the Board of Directors for the Greater Oneida Chamber of Commerce.

Products and Services

Retirement Planning                                   Fixed & Variable Annuities

Business Planning                                      Brokerage Accounts

Estate Planning                                          Life Insurance

Group Benefits

 

*Angela Renna does not provide tax advice.