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Ascend Financial Group
+14696402112
700 S Central Expressway Ste. 400 Allen TX 75013 US
5.00
11
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AI Summary
Knowledgeable, patient advisors and clear communication
Smooth, timely setup of trusts and insurance with minimal pressure
Retirement-focused, low-volatility investment options explained clearly
Willingness to handle complex insurance cases and invest time to resolve them
Some complex cases can take several months and may require in-person meetings
Ascend Financial Group
5
5
0
Gareth Juays
2026-04-15T20:17:30.309Z
I have worked with Ashton for over a decade. He is a pro in this space and will treat your investments with diligence and push for your success!
Apr 15, 2026
I have worked with Ashton for over a decade. He is a pro in this space and will treat your investments with diligence and push for your success!
GJGareth Juays
Ascend Financial Group
5
5
0
Lisa Talbot
2026-04-15T14:20:57.772Z
Ashton Closner has been my advisor for several years and for family for many years. He lets me know when my investments should be adjusted to take advantage of the market and improve my rates. I appreciate his advice and would recommend him to others.
Apr 15, 2026
Ashton Closner has been my advisor for several years and for family for many years. He lets me know when my investments should be adjusted to take adv... More
LTLisa Talbot
Ascend Financial Group
5
5
0
Wanda
2026-04-14T23:19:24.308Z
I have been assisted by Ashton for the last ten years and have always found him kind, caring, professional, knowledgeable, and trustworthy when assisting me. I can’t speak highly enough of him.
Apr 14, 2026
I have been assisted by Ashton for the last ten years and have always found him kind, caring, professional, knowledgeable, and trustworthy when assist... More
WWanda
Ascend Financial Group
5
5
0
Noémie Reynard
2026-03-04T22:21:47.311Z
Mar 04, 2026
NRNoémie Reynard
Ascend Financial Group
5
5
0
Robin Avgerenos
2026-03-03T15:01:49.714Z
Creating our family trust with Ascend Financial was very easy and not at all stressful. We enjoyed working with Matthew. He was very knowledgeable in the process. It was a pleasure working with everyone at Ascend Financial.Thank you for completing this process so fast. It's great knowing the future of our estate is settled the way we presented it to you.Robin & Harry
Mar 03, 2026
Creating our family trust with Ascend Financial was very easy and not at all stressful. We enjoyed working with Matthew. He was very knowledgeable in ... More
RARobin Avgerenos
Ascend Financial Group
5
5
0
Heewon Azad
2025-11-20T22:22:31.466Z
Very straightforward communication. And products were presented in a way that I did not pressured to make a rash decision.
Nov 20, 2025
Very straightforward communication. And products were presented in a way that I did not pressured to make a rash decision.
HAHeewon Azad
Ascend Financial Group
5
5
0
TJ Han
2025-10-31T00:35:38.276Z
We had an excellent experience with Matthew and Charlie at Ascend Financial Group. They made the entire trust process smooth and easy to understand. Their knowledge and patience helped us make the right decisions for our family’s situation, and the trust was completed in a timely and professional manner.
Oct 31, 2025
We had an excellent experience with Matthew and Charlie at Ascend Financial Group. They made the entire trust process smooth and easy to understand. T... More
THTJ Han
Ascend Financial Group
5
5
0
Terry Pawley
2025-08-29T16:45:43.130Z
My wife and I were looking for a new way to grow our financial portfolio without the potential volatility of the stock market. Matthew Sanchez came to our home and explained some safe and reliable options for financial sustainability during our retirement years. Helpful, honest, factual and ethical are descriptors I would attribute to Matthew and Ascend Financial Group.
Aug 29, 2025
My wife and I were looking for a new way to grow our financial portfolio without the potential volatility of the stock market. Matthew Sanchez came to... More
TPTerry Pawley
Ascend Financial Group
5
5
0
Jim Thorpe
2025-06-18T21:34:35.823Z
Mathew always explained the financial aspects of our investments.He was so cordial through out our visits.Thanks to Charles and Mathew.
Jun 18, 2025
Mathew always explained the financial aspects of our investments.He was so cordial through out our visits.Thanks to Charles and Mathew.
JTJim Thorpe
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