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21st Century Securities

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21st Century Securities

Mission statement:

Our commitment is to maintain the highest standards of integrity and professionalism in our relationship with you, our client.

We continually strive to know and understand your financial situation and to provide you with only the highest quality information, services, and products to help you pursue your financial goals.

We like to think that when a client walks through our office door they always feel welcome and they get the appropriate attention and care that they deserve. This is evidenced by first name greetings and/or welcome over the phone or in person and prompt follow-up concerning any service related needs or issues.

Overview:

We strive to differentiate ourselves from others in the industry in a variety of ways almost like a "purple elephant" in a crowd. Examples of this are our Income Tax Preparation Service for valued investment planning clients, our Annual Client Appreciation Cruise aboard the Miss Buffalo, Spring & Fall client workshops, Financial Success professional newsletters and acknowledgements of our clients special occasions or life changing events such as birthdays, anniversaries, retirement, marriage, college graduation of family member, after a divorce or loss of a loved one.

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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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