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Our Client Focus

The financial services industry is vast and ever-expanding. At Ascend Financial Group, it is our goal to deliver outstanding service that never fails to exceed expectations. We realize accomplishing your goals require the delivery of a truly unique experience - one that stands out from other firms and rises above the industry standard.

Ascend Financial Group was established with a steadfast commitment and drive to bring unparalleled value to the lives of clients. Discover more about what makes us different below:

  • Flexibility: We  develop our financial plan recommendations based on individual client need. When unexpected life events or changes in the markets occur, we can alter plans to ensure they continue to work as intended. Regardless of how in-depth those changes are, our financial planning agreement will stay the same.
  • Absolute Transparency: Our clients have around-the-clock access to their personal financial website, which is updated in real time. Absolute transparency is not just encouraged by our team - it's our mission.
  • Holistic Services: Led by a team of dedicated professionals, Ascend Financial Group offers a holistic suite of services aimed at simplifying the financial lives of our clients. We will collaborate with you to ensure all your needs are met and exceeded.

Call us to learn more about what makes Ascend Financial Group different and how we can help you reach your personal financial goals.