Ascend Financial LLC
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Business description
Fee Only Financial Planner and CPA | Personal Financial Planning, Retirement Income Planning, Tax Planning Strategies, Philanthropic Planning
WELCOME to Ascend Financial - an Independent, Fee-Only, Financial Planning firm. We do things a little differently. Our clients find themselves in a unique, client-centered environment where a financial professional provides sound and conflict-free advice. We help you to connect your money decisions to what matters most to you. We call this Purposeful Planning. We have found that as we help clients relate their financial goals to what really holds meaning and purpose for them, financial goals come alive with meaning and excitement! We are committed to providing objective financial advice and education to people in all stages of life, providing value which exceeds our fee. NO PRODUCT SALES! You don't have to worry about a sales pitch or if our advice is in our best interest or yours.
General information
- Business Services Financial Investment Advice Financial Planning Consultants
| Estimated number of employees: | 1 | |
| City / suburb: | Stow, OH | |
| County: | Summit |
retirement planning service, Planned Giving and Charitable Gift Plans, Cash Flow Management, Fee-only Financial Planning, Values-based Financial Planning, financial services, Personal CFO
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