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Financial Services Group

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Financial Services Group

Overview:

At Financial Strategies Group, we like to think of ourselves as your financial coaches that provide you with The Simple Truth of how we manage your assets. We are right up front on how we handle your money AND exactly how we get paid for doing so.

We’ve brought the educational component back to the financial planning process to apply prudent strategies that strive to help you achieve and exceed your financial goals. The methods we use are not short-term, “quick fix” schemes, but more of a long-term, well-thought-out, strategy-based modern academia with investment research of 60+ years and investment and financial planning fundamentals.

Financial Strategies Group does not want a transactional relationship with you. Instead we want to work in collaboration with you and your goals to craft a strategy to help you pursue your goals. Getting to know you and what is most important to you makes the difference.

No strategy assures success or protects against loss.

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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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