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Ascend Financial LLC

We believe financial planning shouldn't be about choosing between today and tomorrow. Whether you are an advanced-degree professional looking to mitigate the weight of student loans, a parent navigating the rising cost of college, or a retiree seeking to protect your legacy through tax-efficient decumulation, our firm provides the technical expertise to optimize your wealth at every pivot point. We help you fund the life you want now, while securing the future you’ve worked for. Ascend Financial LLC is a fee-only fiduciary offering comprehensive financial planning and investment management.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Stephanie Loeffel, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

40 Hazel Ave Scituate, MA 02066-3934 Phone: (781) 214-0820

Primary Office

40 Hazel Ave Scituate, MA 02066-3934 Phone: (781) 214-0820
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