Verified Company
Henry Wong is a knowledgeable and trustworthy financial advisor. He took the time to explain everything clearly, answered all my questions, and made the process feel straightforward and stress-free. I appreciated his professionalism, responsiveness, and honest advice. I would definitely recommend Henry to anyone looking for reliable financial guidance.
Working With Patrick and his team has been very educational and has been a great positive experience thus far.
Patrick’s experience & Knowledge has helped guide my family and I through this process.
One thing I respect About Rick, is he hasn’t always told me the answers I wanted to hear, but has given me the hard truth & explained in detail why the process has to followed in order.
Rick and his team have gone above and beyond
In their efforts to make sure they follow though on doing what they said they were going to do.
I look forward to continuing business with Rick in the very near future, and working along side Rick and his Team.
I highly recommend that if you have been referred to Rick and Ascendant Financial, to get with Rick and have a 15-20 minute conversation
Thank Rick
Appreciate you sir
Working with Jeff as my Ascendent financial advisor was a great experience. He took the time to answer every question I had, no matter how small or “ridiculous” I thought it might be, and never made me feel rushed or judged. He was very open, supportive, and genuinely focused on what I needed from the process to achieve my financial goals. I couldn’t have asked for better guidance.
I recently had the pleasure of working with Sebastien Daniels and I couldn’t be more impressed with the experience from the moment I reached out for assistance, Sebastien was incredibly responsive and professional.
What stood out most was Sebastien’s ability to clearly explain my coverage options in a way that was easy to understand without feeling rushed or pressured. I appreciated how proactive and thorough he were in ensuring i had all necessary information before making a final choice. I would highly recommend Sebastien to anyone in need of insurance guidance!
One key word to describe Ashley: Patience. The Infinite Banking Concept is not common knowledge. Ashley was very patient and understanding with me during this whole process. One of the most important aspects in convincing me that IBC was the right move for my family is Interest Recapture.
Thank you, again, Ashley, for helping me begin my IBC journey!
My experience working with Ascendant Financial has been fantastic. If I could give them 10 stars I would. I Really love the approach they take to teaching and educating about IBC since there is so much miss information out there. they stay true to the fundamentals that Nelson teaches.I really really love working with my coach Chey He makes it simple he makes it fun and easy to understand IBC and what I really really appreciate is that he Meets me where I am every time we have a conversation I feel like I’m talking to an older brother and it feels kind of like we are solving a puzzle together. I highly recommend anybody reading this review to go get yourself a copy of Becoming Your Own Banker and Book a call with ascendant Financial They Know what they are doing you will not regret it this will change your Life!!!
I just want to let everybody know that Garrett was very helpful and knowledgeable about how he can help me achieve my financial goals. He is very personable and is a good listener. I would definitely recommend anyone that is interested specifically about infinite banking or anyone who is interested in getting life insurance in general to speak to him and see how he can help you.
Can’t say enough about my experience with Sebastian. He’s very thoughtful and attentive. There was no pressure for me to make any quick or unsure decisions. He is well informed and knowledgeable about the service they provide. I highly recommend him
Thank you for your patience and guidance
Rick has been great to work with. He helps to coach us through the process and ensures we know exactly what to do. It’s a great team, Melany has also helped to onboard us and she’s been great also. They have a well oiled machine!
I’ll add this too. Even though he doesn’t have to he’s willing to help point me in the right direction with a project I’m working on. Again truly appreciate working with him!
After numerous discussions with Brett Newall in which we discussed many facets of the infinite banking concept (IBC), Brett demonstrated and conveyed a thorough depth of understanding. He was able to clearly articulate responses to my inquiries and substantiated his statements with videos and illustrations. The idea of families using the IBC strategy to become their own source of financing for major expenses and to pass wealth across generations resonated with me. Brett was efficient and effective in describing how to utilize the IBC to improve the financial well being of our family. Indeed I look forward to receiving additional coaching and insights from Brett as I begin the journey to lessen our dependence on banking institutions in the coming years.