Additional information

Overview:

Matlock Advisors, LLC is an investment advisory firm specializing in working with individual clients and with small companies. We help clients take charge of their financial assets with a focus on portfolio growth. Matlock Advisors, LLC helps small businesses establish retirement plans that benefit owners and employees. The goal for all clients is to create an appropriate balance of stocks, bonds and mutual funds as determined by your risk profile and tolerance.

Matlock Advisors, LLC offers securities through Leigh Baldwin & Co., LLC., member FINRA, SIPC. Accounts are carried by National Financial Services, LLC, member NYSE. Matlock Advisors, LLC is a registered investment advisor in the State of New York.

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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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