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At Ascend Financial Advisors, Inc., we are dedicated to providing our clients with expertise, guidance, and personalized service to help them achieve their financial goals. Our team of experienced professionals has years of collective experience in wealth management, financial planning, and estate planning, allowing us to effectively navigate the complexities of today's financial environment.
Our Mission
Our mission is to provide long-term value-added financial counsel and investment performance with exceptional service. We believe that values matter, and we live by our own values of trust, honesty, and integrity every day. Our goal is to work alongside our clients in articulating, establishing, and achieving their financial life goals.
Our Services
We offer a wide range of services, including wealth management, financial planning, estate planning, and insurance planning. Our customized approach means that we take the time to understand our clients' unique financial circumstances and goals, and develop tailored strategies to help them achieve success.
Why Choose Us
At Ascend, we are committed to excellence and strive to provide the highest level of customer service. Our fee-only approach ensures that our clients' interests are always our top priority. We believe that transparency and honesty are essential in building trust with our clients, and we are dedicated to keeping them informed every step of the way.
Working with Us
We understand that no two clients are the same, and we take the time to understand each client's unique financial situation and goals. We believe that investing is part of financial planning, not an end in itself, and we take a balanced, global approach to portfolio construction. We also recognize that financial planning and investment management are lifelong endeavors, and we are committed to working with our clients every step of the way.
Contact Us
If you have any questions or would like to learn more about our services, please do not hesitate to contact us. We are committed to providing exceptional service and look forward to the opportunity to work with you.
Customer Testimonials
The reviewers praise Kris's exceptional service, professionalism, and expertise in providing insurance-related solutions. The testimonials highlight his proactive approach in finding better policies, providing outstanding financial advice, and delivering personalized attention to each client's needs.
Quality and Professionalism
The reviewers appreciate Kris's exceptional skills in explaining policies and options, his professionalism in handling insurance claims, and his ability to create a family-like atmosphere while working with clients.
Responsiveness and Availability
Many reviewers commend Kris for his prompt responses to their queries, his availability, and his willingness to help at any time of the day. His team also went the extra mile to ensure client satisfaction.
Value
The reviewers are pleased with the significant savings they experienced, thanks to Kris's expertise. He saved them a substantial amount on their insurance premiums and helped them find better coverage options.
