


Ascend Financial Group
Financial Services • Allen, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Allen, Texas, United States |
| Phone number | +17192204902 |
| Websites | |
| NAICS | 52 |
| Keywords | Cost Segregation, Business Succession, Retirement Planning, Life Insurance, Business Consulting |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Ascend Financial Group
Charles Bobo
Founder
About Ascend Financial Group
We believe financial success is a marathon, and not a sprint. It requires careful planning, responsibility with money, ongoing management, and above all; a responsibility to care for your loved ones or the ones you employee as the leader of an organization. Our services include services for businesses and families. Services include cost remediation, business succession, group benefits, family protection, retirement planning, and legacy preparation. We meet with clients either in person, or through technology with a Skype or Zoom call. Contact us to schedule a complimentary consultation on your situation.
Ascend Financial Group revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ascend Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Ascend Financial Group has never raised funding before.
Frequently asked questions
4.8
40,000 users



