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Tri-State Financial Services

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Tri-State Financial Services

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.

At Tri-State Financial Services, we not only value your business and confidence in our firm but commit ourselves each day to providing honest, clear and professional guidance for all your financial needs. We are a full-service financial provider offering a broad range of products and services including:

Personal Financial Needs

Education Strategies
Estate Planning
Retirement Planning
Wealth Accumulation
Legacy Planning

Employee Benefits

Group Life & Disability Insurance
Group Health Insurance
Employee Pension & Profit Sharing
401(k), SIMPLE and SEP Plans
Key Executive Plans

Investments

Mutual Funds
Roth & Traditional IRA's
Investment Products & Services for Institutional Investors
Brokerage CDs
Common Stocks
Corporate, Government & Municipal Bonds

Business Protection

Business Succession Planning
Key Person Life Insurance

Insurance & Annuities

Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Fixed, Variable & Indexed Annuities

Other Forms of Insurance

Individual Health Insurance
Medicare Supplemental Insurance
Long-Term Care Insurance

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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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