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