ASCENDANCY Financial Group
Company

ASCENDANCY Financial Group

Financial Services 8 employees
Employees
8
Contacts
3
Emails
3
Phones
1

ASCENDANCY Financial Group Overview

Website
www.afgnj.com
Industry
Financial Services
Employees
8
Founded
2014
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About ASCENDANCY Financial Group

Ascendancy Financial Group is a national, full-range financial services agency headquartered in Colts Neck, NJ focusing in Investment Planning, Retirement Planning, Asset Management Strategies, College Savings, Life Insurance, and Group Medical & Life. In business for over 23 years and with over 150 years combined experience, Ascendancy Financial Group offers proprietary strategies and innovative, holistic and practical financial programs for individual clients as well as businesses and groups. Envision your future, start building your legacy - find a path with Ascendancy Financial Group. 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 Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Ascendancy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7596392.1(2/25)(Exp.2/29)

ASCENDANCY Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

ASCENDANCY Financial Group Org Chart

Sample employees and titles
Name Title Contact
Kristin Rients Operations, Marketing , Licensing & Tech Manager
Email
Brian Patterson, Ricp® Ca Insurance Lic. #4313945 - Founder & Managing Partner Ascendancy Financial Group
Email
Paul Colte, Cfp® Certified Financial Planner ™ Professional at Equitable Advisors
Email Phone
Benedetta Rienzo
View

Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile

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