Ascendus Financial Advisors

Ascendus Financial Advisors

Financial Services

Tulsa, Oklahoma 13 followers

Ascendus Financial Advisors, we have the client—and only the client—in mind.

About us

At Ascendus Financial Advisors, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) & SIPC (sipc.org). The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, FL, GA, IL, KS, MD, MO, NY, OH, OK, PA, TX, UT, VA, VI. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Tulsa, Oklahoma
Type
Privately Held
Specialties
investments, financial planning, insurance, and retirement planning

Locations

Employees at Ascendus Financial Advisors

Updates

Similar pages