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G
7 几个月前

I recently used Ascend financial group for my fina...

I recently used Ascend financial group for my financial needs and I was quite happy with their service. They were professional, prompt, and helped me make informed decisions. I would highly recommend them to others.

A
7 几个月前

⭐️ Ascend financial group is simply amazing! The l...

⭐️ Ascend financial group is simply amazing! The level of service provided exceeded my expectations. Their advisors are very friendly and have a wealth of knowledge. I highly recommend them and will continue to seek their guidance in the future. ⭐️

R
10 几个月前

I recently engaged with Ascend financial group and...

I recently engaged with Ascend financial group and it was a great decision. Their advisors are experts in their field and provided invaluable insights. I'm impressed with their professionalism and would recommend them without hesitation.

J
11 几个月前

I recently worked with a financial advisor and the...

I recently worked with a financial advisor and they were helpful in guiding me through my financial decisions. I found their advice to be practical and insightful. I would recommend their services to others who are looking for professional guidance.

G
1年以前

👍 Ascend financial group was fantastic to work wit...

👍 Ascend financial group was fantastic to work with. They provided excellent advice and helped me plan my financial future. I am truly satisfied with their service and would gladly recommend them to anyone looking for a reliable financial advisor. 👍

R
1年以前

I'm really impressed with Ascend financial group. ...

I'm really impressed with Ascend financial group. They provided excellent assistance in managing my finances. Their team has been extremely helpful and knowledgeable. They are truly experts in their field.

P
1年以前

My experience with Ascend financial group has been...

My experience with Ascend financial group has been excellent. They provided clear and helpful advice, guiding me through important financial decisions. I can definitely say that they have added value to my financial planning.

M
1年以前

I'm really happy with the services provided by Asc...

I'm really happy with the services provided by Ascend financial group. Their advisors are knowledgeable, patient, and understanding. They helped me achieve my financial goals. I highly recommend their services.

P
1年以前

I must say I had a positive experience with Ascend...

I must say I had a positive experience with Ascend financial group. Their advisors were knowledgeable and helped me create a solid financial plan. I appreciate the personalized service and attention to detail. Thank you!

关于Ascend financial group

Ascend Financial Group:简化和提升您的财务生活

Ascend Financial Group 是一家全面的财务规划公司,旨在简化和改善您的财务生活。我们在明尼阿波利斯和北达科他州法戈设有办事处,每年提供一系列服务,包括短期和长期投资、保险、风险管理和财富管理服务。

我们经验丰富的专业团队了解每个人都有独特的财务目标。这就是为什么我们在制定符合您目标的定制计划之前花时间了解您的具体需求。我们相信在信任、透明和诚信的基础上与客户建立持久的关系。

投资服务

在 Ascend Financial Group,我们提供旨在帮助您实现短期和长期财务目标的投资服务。我们的投资策略是为满足每个客户的独特需求而量身定制的。我们提供广泛的投资选择,包括股票、债券、共同基金、交易所交易基金 (ETF)、年金以及房地产等另类投资。

保险服务

我们了解保护对您最重要的东西的重要性 - 您家人的未来。这就是为什么我们提供全面的保险解决方案,旨在防范残疾或死亡等意外事件。我们的保险产品包括针对个人或团体的人寿保险;残疾收入保护计划;医疗保健保险选项,如 Medicare 补充或长期护理政策。

风险管理服务

在 Ascend Financial Group,我们相信主动而不是被动地管理风险。我们的风险管理服务旨在在潜在风险成为问题之前识别它们,以便您可以专注于实现您的目标,而不必担心不可预见的情况会破坏它们。

财富管理服务

我们的财富管理服务专为高净值人士设计,他们需要复杂的策略来随着时间的推移有效地管理他们的资产,同时最大限度地减少在死亡时或通过信托或慈善基金会等赠与计划在一生中转移这些资产时支付的税款。

为什么选择奥升德金融集团?

在 Ascend Financial Group,我们坚信为客户提供最高水平的服务。我们经验丰富的专业团队致力于通过提供满足您独特需求的定制解决方案来帮助您实现您的财务目标。我们以在与客户的所有交易中保持透明、诚实和值得信赖而自豪。

我们知道,财务规划有时会很复杂且难以应付。这就是为什么我们对财务规划采取整体方法 - 审视您生活的方方面面,包括收入、支出、资产、负债以及未来目标和愿望 - 以制定符合您目标的全面计划。

我们对卓越的承诺为我们赢得了声誉,成为明尼阿波利斯和法戈北达科他州领先的财务规划公司之一。我们为多年来与客户建立的关系感到自豪,并期待在未来的许多年里延续这一传统。

综上所述

如果您正在寻找可以帮助简化和改善您的财务生活的值得信赖的合作伙伴,那么 Ascend Financial Group 就是您的最佳选择。凭借我们专门为像您这样的个人设计的全面服务,他们希望随着时间的推移有效地管理财务,同时最大限度地减少在死亡时或通过信托或慈善基金会等赠与计划在一生中转移这些资产时支付的税款;没有比 Ascend Financial Group 更好的选择了!

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Ascend financial group

Ascend financial group

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