Services Provided
Securities
offered though Royal Alliance Associates, Inc., MemberFINRA/SIPC.
Advisory services offered through Ascend Advisory Group, LLC, a
registered investment advisor.
Services Provided:
Fee-Based Customized Portfolio
Management
Portfolio Analysis
(Retirement and
Non-Retirement)
Wealth Management
Products
Available:
Individual Stocks and Bonds
Mutual Funds (Load and No-Load)
Individual Retirement Accounts (IRAs)
Defined Benefit Retirement Plans
Defined Contribution Retirement Plans
(401k, Profit Sharing)
Real Estate Investment Trusts (REITs)
Annuities: Fixed, Variable, Indexed,
Deferred,
Immediate
Life and Disability Insurance
Long-Term Care Insurance
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