评论 9
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A
6 几个月前

Ascendor Wealth, LLC is a trustworthy company that...

Ascendor Wealth, LLC is a trustworthy company that provides excellent financial planning services. They have helped me navigate through various investment options and have given me peace of mind about my financial future. I appreciate their professionalism and dedication to client satisfaction.

G
7 几个月前

💯 Ascendor Wealth, LLC has provided me with except...

💯 Ascendor Wealth, LLC has provided me with exceptional financial advice. I appreciate their personalized approach and attentiveness to my financial goals. It is refreshing to find a company that genuinely cares about their clients' well-being. Highly recommended! 👍

S
9 几个月前

I recently used the services of a financial compan...

I recently used the services of a financial company for managing my wealth, and I must say that I am very satisfied with the experience. The team at Ascendor Wealth was professional and provided me with the guidance and support I needed to make informed decisions. I am happy to have found a company that genuinely cares about my financial well-being.

B
10 几个月前

👏 I am extremely satisfied with the services provi...

👏 I am extremely satisfied with the services provided by Ascendor Wealth, LLC. Their knowledge, professionalism, and commitment to client success are exceptional. The team goes above and beyond to understand and meet my financial goals. Highly recommended! 🙌

D
1年以前

👍 Ascendor Wealth, LLC exceeded my expectations in...

👍 Ascendor Wealth, LLC exceeded my expectations in every way. From their personalized approach to their expert knowledge, they have truly helped me secure my financial future. I can't thank them enough for their guidance and support. 👌

J
1年以前

I recently engaged a financial company to handle m...

I recently engaged a financial company to handle my investment portfolio. I found their expertise and personalized approach refreshing. Their guidance has helped me make confident decisions about my finances. I am happy to have chosen Ascendor Wealth and would highly recommend them to anyone seeking financial advice.

L
1年以前

I had a great experience with Ascendor Wealth, LLC...

I had a great experience with Ascendor Wealth, LLC. Their services are top-notch and their expertise in financial planning and wealth management is truly outstanding. I highly recommend them to anyone looking for trusted and reliable financial advice.

K
1年以前

I cannot express how grateful I am to Ascendor Wea...

I cannot express how grateful I am to Ascendor Wealth, LLC for their assistance. Their financial planning expertise has helped me secure a stable future for myself and my family. Their dedication and commitment to their clients are truly remarkable. Thank you!

关于Ascendor Wealth, LLC

Ascendor Wealth, LLC 是一家收费的财富管理和财务规划公司,位于北卡罗来纳州威尔明顿。该公司成立的目的是为个人和企业提供全面的金融解决方案。 Ascendor Wealth 拥有一支经验丰富的专业团队,提供量身定制的投资策略,以满足每位客户的独特需求。

在 Ascendor Wealth,我们了解每个人都有不同的财务目标。这就是我们采用个性化方法进行财富管理和财务规划的原因。我们的团队与客户密切合作,深入了解他们目前的财务状况、未来的愿望、风险承受能力和投资偏好。

我们的服务包括投资管理、退休规划、遗产规划、税务规划和准备以及保险分析和审查。我们相信,通过在同一屋檐下提供广泛的服务,我们可以为我们的客户提供全面的解决方案,解决他们财务的各个方面。

投资管理:我们的投资理念是基于多元化和资产配置的原则。我们相信,根据客户的风险状况,创建在各种资产类别(如股票(股票)、固定收益(债券)、房地产(REITs)、商品(黄金)等)中充分分散的投资组合。

退休规划:退休是人生最重要的里程碑之一;因此,在为它储蓄时需要仔细考虑。在 Ascendor Wealth LLC.,我们通过分析客户当前的储蓄率与他们在退休期间的需求来帮助他们规划退休。

遗产规划:遗产规划不仅仅是起草遗嘱或信托;它还包括最大限度地减少税收,同时顺利地将资产从一代人转移到另一代人。在 Ascendor Wealth LLC.,我们与客户的律师密切合作,或推荐值得信赖的擅长遗产法的法律专业人士。

税务规划和准备:税收可能很复杂;但是,随着时间的推移,适当的税务规划可以为您节省资金,同时确保遵守美国国税局的规定。在 Ascendor Wealth LLC.,我们的团队随时了解税法的最新变化,因此他们可以针对您的具体情况提供有关扣除或抵免的准确建议。

保险分析与回顾:保险在保护您的资产免受事故或疾病等意外事件的影响方面发挥着重要作用,如果没有充分投保,这些事件或疾病可能会导致重大损失。在 Ascendor Wealth LLC.,我们分析客户持有的现有保单,然后根据他们的需求推荐适当的保险范围。


综上所述,
Ascendor Wealth LLC 提供全面的财富管理服务,专为寻求经验丰富的专业人士个性化关注的个人而设计ETC。
我们为能够提供定制解决方案以满足每个客户的独特需求而感到自豪,同时在此过程中涉及的所有阶段都保持高标准 - 从最初的咨询到此后提供的持续支持!

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Ascendor Wealth, LLC

Ascendor Wealth, LLC

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