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Whipple & Associates

Overview:

The enviable reputation we enjoy is a result of 30 years of providing financial products, services and strategies for the families, individuals and business owners who are our clients.

It takes experience, expertise and the right products to meet the financial challenges of today`s financial world.

At Whipple & Associates, we offer a wealth of protection and investment products and a solid portfolio of services and planning strategies, all with the same goal in mind helping you make the best decisions for yourself, your family and your business.

Our organization consists of more than 50 skilled associates * specialists in their selected fields working together with a technical and support staff serving more than 10,000 clients *.

We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client`s needs above all others and demands uncompromising integrity in every aspect of our business conduct.

We are dedicated to the success of our associates. We constantly strive to enable them to be of greater service to their clients. It is our objective that each associate be a highly competent professional, respected for technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community.

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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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