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)
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Jon Massey
Financial Advisor · Finance & Accounting
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Brian Patterson
CEO & Managing Partner · General Business & Management
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Top roles at Ascendancy Financial Group
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- 1ceo & managing partner
- 1financial advisor
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