Ascend Planning and Consulting, LLC

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
Industry
Financial Services
Employees
14
Funding
1
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Mark Swartz President and CEO at Ascend Planning and Consulting, Llc
Email Phone
Douglas Menorca, Cfp® Certified Financial Planner (Tm) Professional
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Mark Dolfis, Cfp®
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Jason Crawford, Cfp®, Ricp®, Clu® Sr. Consultant at Ascend Planning and Consulting, Llc
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 Email Phone
General 2 2 1
Finance 2 2 0
Executive 1 1 1
Marketing 1 1 0

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