VerifiedFinancial Services

Asc Financial Group

ASC Financial Group is a family owned firm that specializes in helping pre-retirees and retires build sound financial strategies that are designed to help them have security and peace of mind in retirement. At ASC Financial you’ll work with our family of experts who will help you build a sound financial strategy that is designed to help you address all the critical areas of retirement planning, including:#1) Create a Retirement Income Plan that anticipates how much you’ll need to not only retire, but enjoy your retirement today and in the future. We’ll also look at Social Security and your pensions and help you figure out the best way to incorporate those in to your strategies for maximum effect.#2) Advanced Tax Planning that will help minimize your tax bill and help you shelter your savings from unnecessary taxation and help you increase your investable asset base so your retirement savings grow faster and last longer.#3) Low Risk Investment Solutions that are designed to help you capture market gains while actively working to avoid market losses.#4) Contingency Planning all our financial strategies include what we call life contingency plans. These strategies are designed to help insulate your retirement from the unexpected and the inevitable.#5) Estate & Legacy Planning the last step in every financial plan is to ensure that your assets are safely transferred from you to your spouse and the people you love most. As a client of ours we’ll make sure that you have a sound plan in place that will help you transfer your wealth to those you love with as little interruption as possible. Our family of advisors include investment advisors in Ohio, Pennsylvania, and Virginia with affiliated Attorneys and accountants in each state.

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HeadquartersUnited StatesEmployees4(11 to 50)Annual revenue<$1MWebsiteascfinancialgroup.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

4

11 to 50 range

Open roles

4

across 2 depts

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

44

organic / mo

Hiring · 4 open positions across 2 departments

Sales2
Customer Success2

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Top roles at Asc Financial Group

5 distinct titles indexed · top 5 shown.

  • 2financial advisor
  • 1associate
  • 1founder and managing partner of ohio office
  • 1marketing director
  • 1retirement & income planning specialist, president

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