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Ascend Wealth PlanningFinancial advisor in Mokena, IL

Ascend Wealth Planning is a financial advisor at 18700 Wolf Rd Ste. 211, Mokena, IL 60448, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Ascend Wealth Planning
Address18700 Wolf Rd Ste. 211, Mokena, IL 60448Get directions
Phone(708) 390-0030
Websiteascendwealthplanning.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3:30 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Mokena and 11 towns within 25 miles: Frankfort, Homer Glen, New Lenox, Tinley Park, Goodings Grove, Orland Park, Oak Forest, Country Club Hills, Lockport, Palos Heights and Matteson.

Based in Mokena, ILView on map

Opening hours

Opening hours for Ascend Wealth Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Ascend Wealth Planning

What are Ascend Wealth Planning’s hours?

Ascend Wealth Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Ascend Wealth Planning serve?

Serves Mokena and 11 towns within 25 miles: Frankfort, Homer Glen, New Lenox, Tinley Park, Goodings Grove, Orland Park, Oak Forest, Country Club Hills, Lockport, Palos Heights and Matteson. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Ascend Wealth Planning?

Ascend Wealth Planning has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Ascend Wealth Planning?

Call Ascend Wealth Planning on (708) 390-0030. The business is at 18700 Wolf Rd Ste. 211, Mokena, IL 60448. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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