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Ascendant Financial Advisors Massachusetts

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30, 2015, Bleakley’s advisors serve $3 billion of client assets*. Based in Fairfield, N.J., Bleakley has served clients throughout the country with comprehensive financial planning and commission- and.

Inc. was named to Barron’s list of the Top 1,200 Financial Advisors in its February 23, 2015 publication. Miller ranked Number One in Massachusetts in the financial magazine’s most comprehensive list.

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BOSTON, Nov. 8, 2018 /PRNewswire/ — Generating income for their clients is now the leading concern of financial advisors, ranking 129.7 on the Eaton Vance Q4 2018 Advisor Top-of-Mind Index (ATOMIX),

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David is a co-founder of Ascendant Wealth Management with more than three decades of experience in the financial services industry. With extensive experience in the management of portfolios of individual equities, bonds, and mutual funds, he works closely with clients to develop customized investment strategies based on their unique circumstances and goals.

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Miller ranked Number 12 nationwide and Number One in Massachusetts in the financial magazine’s eighth annual ranking of top independent advisors. In response to being named one of Barron’s Top 100 Ind.

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She also is responsible for gathering, organizing, and synthesizing client data to support financial advisors in developing planning and. Boston University, Boston, MA; The University of Notre Dame.

Ascendant Financial Solutions, federally registered in 2006, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 advisors. Ascendant Financial Solutions manages $165 million and provides investment advisory services for 316 clients (1:64 advisor/client ratio).

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Financial Planning near Agawam, MA 01030. Susan N Alvanos – Ameriprise Financial Services, Incorporated. Ascendant Financial LLC. Personal Financing. 158 Berkshire Ave · (413) 569-3246. Ameriprise Financial Advisors. Financial Consulting.

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