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Belliston Financial Advisors, LC

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Belliston Financial Advisors, LC

Mission statement:

" To assist our clients in managing personal and business wealth through development and implementation of superior financial, investment and estate planning strategies.

Utilizing The Client-Centered ApproachTM process, we effectively and efficiently customize strategies to meet the unique needs of our high-income, high net-worth business owner and professional clientele.

We believe in service -- first, last and always. We believe that long-term client relationships built on trust and integrity are more important than short-term gains and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get clients to take action; competence based on continuing education and training; communication that builds understanding and trust -- this is our mission and the commitments we make to each of our clients. "

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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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