Additional information

Mission statement:

"We believe in hard work, integrity and focus, the courage to take risk, overcoming defeat, doing what it is that you love to do, living within your means, adapting a balanced lifestyle, and believing in yourself and your dreams."

"Our mission is to provide quality financial solutions to meet your needs. We strive to achieve lifelong relationships which can make you the owner of your own destiny. Our success is measured by your success."

Overview:

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.

We offer tax, accounting, and financial services ranging from:

Tax Preparation and Planning for Individuals and Small Businesses

Electronic Filing

Comprehensive Financial and Retirement Planning

Investment and Wealth Management*

Life Insurance

Long Term Care Insurance

IRA's and Small Business Retirement Plans*

College Planning*

Small Business Startups

Various Representation Before the IRS/CT/MA including IRS Offers in Compromise

Monthly QuickBooks Bookkeeping Services

Reviews and Compilations

Estate Conservation

Insurance and Annuity Products*

*Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Invetment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not provide tax advice.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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