How does the advisor help clients – Key Takeaways:
ASCEND FINANCIAL ADVISERS, INC. is committed to providing expert financial guidance to their clients. With a team of experienced financial advisors and a wide range of services, they aim to help clients reach their financial goals efficiently and effectively.
Facts and Insights
ASCEND FINANCIAL ADVISERS, INC. has been in business for over 20 years, establishing themselves as a reputable and reliable financial advisory firm. They currently have 50 advisors on their team and manage a total of $2 billion in assets under management.
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Financial Services Offered
The advisors at ASCEND FINANCIAL ADVISERS, INC. offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also provide tailored financial advice based on each client’s specific needs and goals.
Client Types
ASCEND FINANCIAL ADVISERS, INC. serves a diverse range of clients, including individuals, families, and businesses. They tailor their services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
At ASCEND FINANCIAL ADVISERS, INC., client satisfaction is a top priority. As such, they offer transparent and competitive fees for their services. Fees are based on a percentage of the client’s assets under management, ensuring that the advisors’ interests are aligned with their clients’ financial success.
Background
The financial advisors at ASCEND FINANCIAL ADVISERS, INC. are highly experienced and hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to ongoing education and staying up-to-date on the latest industry trends to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
ASCEND FINANCIAL ADVISERS, INC. values transparency and always discloses any potential conflicts of interest to their clients. They adhere to strict ethical standards and prioritize the best interests of their clients at all times.