Ascend Planning and Consulting, LLC
Financial Services
Falls Church, Virginia, United States
14 employees
- Employees
- 14
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Ascend Planning and Consulting, LLC Overview
- Headquarters
- Falls Church, Virginia, United States
- Website
- ascendplanning.com
- Industry
- Financial Services
- Employees
- 14
- Funding
- 1
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Ascend Planning and Consulting, LLC
From its inception, Ascend Planning & Consulting, LLC’s 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 Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of Equitable Advisors. Ascend Planning and consulting 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- 6491381.1(3/24)(Exp.3/26)
Ascend Planning and Consulting, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Ascend Planning and Consulting, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Swartz | President and CEO at Ascend Planning and Consulting, Llc | Falls Church, Virginia, United States |
Email
Phone
|
| Douglas Menorca, Cfp® | Certified Financial Planner (Tm) Professional |
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|
|
| Mark Dolfis, Cfp® | Fairfax County, Virginia, United States |
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| Jason Crawford, Cfp®, Ricp®, Clu® | Sr. Consultant at Ascend Planning and Consulting, Llc | Falls Church, Virginia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Executive
2 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Finance | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| Marketing | 1 | 1 | 0 |
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