Fee Only Financial Planner and CPA | Personal Financial Planning, Retirement Income Planning, Tax Planning Strategies, Philanthropic Planning
WELCOME to Ascend Financial - an Independent, Fee-Only, Financial Planning firm. We do things a little differently. Our clients find themselves in a unique, client-centered environment where a financial professional provides sound and conflict-free advice. We help you to connect your money decisions to what matters most to you. We call this Purposeful Planning. We have found that as we help clients relate their financial goals to what really holds meaning and purpose for them, financial goa...
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Fri 9:00 AM - 5:00 PMOPEN NOW
- Location Typeunknown
- Opening Date2005
- Annual Revenue Estimateunknown
- SIC Code show
- Employees1
- Contactsshow
- Founder Lisa Hay
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