Our Mission

We are a full-range financial services agency, specializing in Investment Planning, Retirement Planning, Asset Management, College Savings, Life Insurance, and Group Medical & Life. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Whether it's managing assets, personal financial planning, developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

Envision your future, start building your legacy - find a path with Ascendancy Financial Group.

Our Client Commitment

We strive to develop ongoing relationships with clients to help them review and revise their financial strategies through each stage of life. This commitment involves:

Consultative meetings to examine your current situation and financial needs
Education on a wide variety of financial subjects to help you make informed decisions
Development of strategies designed to help meet your short-medium-and long-term goals
Implementation of strategies through financial products and services appropriate to your circumstances

Our Comprehensive Range of Services

We offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

Financial & Retirement Planning Services
Traditional and Roth IRAs
401(k) and other Company Sponsored Plans
Brokerage Accounts
Asset Management Accounts
Asset Allocation Strategies
Stocks, Bonds, Mutual Funds
Estate Conservation Strategies
Fixed and Variable Annuities
College Savings & 529 Plans
Variable and Traditional Life Insurance
Disability Income and Other Insurance
Long-Term Care Insurance
Business Planning
Group Medical, Dental, Vision Insurance

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OVER 23 YEARS IN BUSINESS

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.

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OVER 150 YEARS COMBINED EXPERIENCE

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.

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$1b ASSETS UNDER CARE

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.

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