Ascend Financial Group

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

24 N 2nd St, Yakima, Washington, 98901, ...

Phone Number

(509) 248-4589

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Ascend Financial Group

Ascend Financial Group offers a range of financial services including life planning, retirement planning, estate planning, and wealth management. They provide resources such as calculators, articles, and a portfolio tracker to assist clients in achieving their financial goals. The company is associated with Commonwealth Financial Network, ensuring a fiduciary approach to investment management. Their intended clients include individuals seeking guidance in personal finance and investment planning.Explore more
Ascend Financial Group's Social MediaPopular SearchesAscend Financial GroupAscend Financials LLCAscend FinancialsAscend Financial Group 6Ascend Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Ascend Financial Group Org Chart

PhoneEmail
JS
United States flag for contact location.

Operations Paraplanner Qualified Manager, Fin...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascend Financial Group

<$5M
1-10
Private
-
2019
JS
Joleen SmithOperations Paraplanner Qualified Manager, Financial & Professional
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
$7.2M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
JL
Jennifer LynchFinancial Advisor
<$5M
1-10
Private
-
2003
WD
William DostmanDirector, Investments & Advisor & Partner
<$5M
1-10
Private
-
2003
ES
Elizabeth SantucciAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ascend Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

A closer look at the technologies used by Ascend Financial Group

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Frequently Asked Questions Regarding Ascend Financial Group

What is Ascend Financial Group's official website?
Ascend Financial Group's official website is www.ascend-financialgroup.com
What is Ascend Financial Group's Revenue?
Ascend Financial Group's revenue is <$5 Million
What is Ascend Financial Group's SIC code?
Ascend Financial Group's SIC: 62,628
What is Ascend Financial Group's NAICS code?
Ascend Financial Group's NAICS: 52,523
How many employees does Ascend Financial Group have?
Ascend Financial Group has 1-10 employees
What industry does Ascend Financial Group belong to?
Ascend Financial Group is in the industry of: Finance, Securities Trading
What is Ascend Financial Group competition?
Ascend Financial Group top competitors include: Cornerstone Advisory Group, Paul Santucci Financial Services, Ashokan Wealth Management, WealthSpring
What technology does Ascend Financial Group use?
Some of the popular technologies that Ascend Financial Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Ascend Financial Group?
Ascend Financial Group contact info: Phone number: (509) 248-4589 Website: www.ascend-financialgroup.com
What does Ascend Financial Group do?

Ascend Financial Group offers a range of financial services including life planning, retirement planning, estate planning, and wealth management. They provide resources such as calculators, articles, and a portfolio tracker to assist clients in achieving their financial goals. The company is associated with Commonwealth Financial Network, ensuring... a fiduciary approach to investment management. Their intended clients include individuals seeking guidance in personal finance and investment planning.Read More

What are Ascend Financial Group social media links?
Ascend Financial Group Linkedin page
Is Ascend Financial Group a public company?
Ascend Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Ascend Financial Group

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