Joshua Wells, CRPC

Ascend Retirement & Investment Services

We are here to help you plan your journey for the many good life events ahead. We will be your partners in this walk with you to work toward some of your dreams.

Book time with us to review your financial goals and position your portfolio to appropriately continue your journey forward.

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Financial Advisor

Ascend Retirement & Investment Services

We are here to help you plan your journey for the many good life events ahead. We will be your partners in this walk with you to work toward some of your dreams.

Book time with us to review your financial goals and position your portfolio to appropriately continue your journey forward.

_____________________________________

Securities and Advisory Services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement & Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |Not Credit Union Deposits or Obligations |May Lose Value