Ascend Financial Consultants, Inc. is an independent financial planning and investment management firm founded on the principle of providing objective, tailored strategies to help individuals and families pursue their financial goals. The company emphasizes a client-centric approach, acting as a fiduciary to offer comprehensive services that include financial planning, investment management, retirement planning, estate planning, and insurance strategies. Their history is rooted in creating a practice where clients' best interests are the primary focus, free from the pressures of proprietary product sales.

Founded in

United States