Ascend National Wealth Advisors - Thrivent

Business details

Category
Financial Services · Financial planner, Financial consultant
Address
427 Mendocino Ave #100, Santa Rosa, CA 95401
Phone
(253) 271-3290
Website
connect.thrivent.com
County
Sonoma County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Families and retirees across Santa Rosa and Sonoma County turn to Ascend National Wealth Advisors - Thrivent for personal financial planning and wealth advice that helps them work toward the future they want. We work with individuals and households to organize their finances, plan for retirement, and make thoughtful decisions about saving and investing.

Our approach starts with listening, so every plan reflects your goals, your values and your timeline. We take the time to explain each option clearly, so you always understand the reasoning behind our recommendations.

Serving clients throughout the North Bay, we aim to be a steady, long-term partner as your life and priorities change.

To learn more about our services, visit our website or call us to schedule a conversation.