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ProMark Benefits, Inc.

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ProMark Benefits, Inc.

Mission statement:

Our most important mission is to help provide our clients confidence and financial security throughout their lifetime and into future generations.

Overview:

Whether it's growing your nest egg, funding your child's education or ensuring that you can retire comfortably, ProMark Benefits can help you make informed financial decisions and formulate a clear, step by step plan to help you get from where you are to where you want to be.

Our goal is to empower our clients to make informed decisions and take effective action. By evaluating your options that are particular to your unique personal or business situation, we can provide recommendations that will help you meet your long-term financial success. As part of our process, we will help to define, quantify, and prioritize your most important goals. In the process, we will assist in the development of both an INVESTMENT POLICY STATEMENT as well as a comprehensive FINANCIAL PLAN.

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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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