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McQueen Financial Advisors

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McQueen Financial Advisors

Overview:

McQueen Financial Advisors an investment advisor, is a leading nationwide provider of financial advisory services. McQueen Financial Advisors is an SEC-registered, fee-based investment advisory firm that has been serving financial institutions since 1999. McQueen Financial Advisors provides Bank Investment Portfolio Management, Credit Union Investment Portfolio Management, Trust Department Portfolio Management, Asset Liability Management (ALM), Asset Liability Management (ALM) Review and Validation, Mortgage Servicing Rights Valuation (MSR), and Strategic Consulting services to financial institutions. We also provide marketing solutions to small-to-medium sized credit unions and banks through our McQueen Financial Marketing division.

Our management team has over 40 years of combined experience in the financial services industry. As an SEC-registered investment advisory firm, we work only for financial institutions.

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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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