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Welcome to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. We're here to help educate you about the basic concepts of investment. Ascend Financial is a holistic financial planning firm on a mission to simplify and enhance your financial life. We have offices in Minneapolis & Fargo, ND offering short, and long-term investments, insurance, risk management, and wealth management services on an annual basis. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser.

Conventional Loans and FHA Loans in Mount Pleasant, South Carolina. Welcome to the official site of Ascend Financial Group. We are a full-service mortgage company based in Mount Pleasant,. Ascend Financial Group is a boutique mortgage company excelling in exceptional customer experience, conservative financial values, innovative mortgage technology and enduring client relationships. Our mission is to serve our customers with honesty, integrity and excellence. In addition, Joleen has completed the FINRA Series 7 Registration Exam and the Series 63 Uniform Securities Agent State Law Exam, which are held through Commonwealth Financial Network ®. In January 2008, Joleen became a full-time employee and now serves as the operations manager for Ascend Financial Group. Mike Gray, President and Founder of Ascend Financial Group, is a Certified Financial Planner™ CFP specializing in overall retirement planning. He focuses on tax considerations, fee-based financial planning and estate preservation. This helps to ensure his clients’ retirement goals and strategies are aligned to best fit their financial.

Kris was super easy to work with and very knowledgeable. He worked around my schedule and has been easy to get a hold of with questions. I would highly recommend Kris and Ascend Financial to anyone looking for great service. Stay informed with reguarly updated news from Ascend Financial Solutions. Our Advent calendar for 2019. behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period. Read More. The economic and investment outlook for 2020. Ascend Financial Group. 63 likes. Our values guide us in everything we do from interacting with clients to designing comprehensive financial strategies.

Ascend Financial Group LLC 875 Lowcountry Blvd, Suite 209 MOUNT PLEASANT, South Carolina 29464 Phone: 843 972-2580 Fax: 801 820-9136 greg@. About Us. We've been helping customers afford the home of their dreams for many years and we love what we do.

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