
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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From its inception, Ascend Planning & Consulting, LLCs mission has been to help our clients navigate through the constantly changing, complex financial world. Our Professionals strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance...
Ascend planning and consulting, llc operates in the Financial services industry.
Ascend planning and consulting, llc's revenue is 11m - 100m
Ascend planning and consulting, llc has 11 - 50 employees.
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