Renita M. Owens, CPA, PFS, Wealth Managers

Services Offered

• Retirement planning
• Estate planning
• Life insurance & annuities
• Long-term care planning
• Individual & small business investment planning
• 529 college saving plans
• Qualified opportunity zones
• Tax preparation

About

Renita M. Owens is a Certified Public Accountant (CPA) and financial advisor based in Greenville, South Carolina, operating a small, family-owned business. The firm is dedicated to providing personalized financial planning and investment services tailored to the unique needs of individuals, families, and small business owners. Their offerings include retirement planning, estate planning, life insurance and annuities, long-term care planning, investment planning, and tax preparation. Renita and her team focus on building long-term relationships with clients, treating them like family and ensuring their financial goals are met.

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