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Services
Wealth Management
Retirement Plans
Account Access
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asnv-2

Home
About Us
Services
Wealth Management
Retirement Plans
Account Access
Resources
Contact Us

Services
/Overview

Overview

Kathy and Connie serve individuals as well as businesses in all areas of investment planning, including:

Life Planning
Retirement Planning
Estate Planning
Education Funding
Investments
Employee and Executive Benefits

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

The Investment Advisor Representatives (IARs) use the trade name/DBA, Ascend Financial Group. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For a current list of our IARs, please visit our website. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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Copyright © 2023

Ascend Financial Group 24 North 2nd Street, Yakima, WA 98901 | P509.248.4589 | F509.457.2784