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RFG Associates

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RFG Associates

Overview:

Our Firm provides comprehensive financial and investment planning services to individual and institutional clients. Another division of our firm provides comprehensive employee benefit services, including retirement planning and insured benefit plans. We utilize a team approach in all facets of the planning process. Recommendations are based solely on clients' specific needs, circumstances and goals. The representatives of the firm are Investment Advisor Representatives of Hornor, Townsend & Kent, Inc., a registered Broker/Dealer. The associates of the firm have considerable experience in the financial planning process and include a CFP licensee. The firm was founded by Mark and John Paganelli in 1987 after they reunited professionally when John returned from a senior level position with a major financial institution.

Our Mission is to partner with clients to establish and help achieve financial goals through objective planning processes. Our purpose is to help build, manage and preserve your wealth. The mission of our employee benefit division is to effectively manage corporate employee benefit plans to maximize employee appreciation and contain corporate costs. We put our clients interest first, act with honestly and integrity and strive for excellence in every facet of our practice. Our success is not measured by statistics, but rather in our clients' success in achieving their goals.

Our Clients share in the realization that by coordinating and managing today's financial and benefit decisions they are more likely to achieve their long-term goals. They are individuals and businesses that expect excellence from themselves and their advisors. Our clients have no desire to manage their financial and benefit affairs on a daily basis, want to simplify their lives and are willing to enter long-term relationships to achieve these goals.

Our Philosophy is to provide the highest level of personal service to all of our clients.

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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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