Ascend Financial Group
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
700 Central Expy S Ste 400, Allen, Texas...Website
www.ascendfinancialpro.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Ascend Financial Group
Ascend Financial Group is a financial services firm focused on providing secure and guaranteed retirement solutions for retirees, aiming to protect their principal while offering modest growth. They offer a range of services including retirement estate planning, business succession strategies, capital gains tax strategies, and short-term CD investments. Primarily serving clients in the Dallas-Fort Worth Metroplex, they emphasize safe money strategies and empowering clients for long-term financial success. Additionally, the company conducts financial workshops and classes to educate community members about legacy planning and financial management.Explore more
Ascend Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
TG
Thomas GraffeoFounder & Certified Financial Planner (Cfp) & Certified Investment Management Analyst (Cima)
Company Profile Activity
Activity Insights
Ascend Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Ascend Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascend Financial Group.
Ascend Financial Group Tech Stack
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Ascend Financial Group is a financial services firm focused on providing secure and guaranteed retirement solutions for retirees, aiming to protect their principal while offering modest growth. They offer a range of services including retirement estate planning, business succession strategies, capital gains tax strategies, and short-term CD investm... Read More
