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1,400 Customer Reviews

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Pablo Emilio Robles profile picture
Pablo Emilio Robles
5 November 2026
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The professionalism they showed and the smooth process in using their services is remarkable.
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Signal Views TM profile picture
Signal Views TM
5 November 2026
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Great financial information
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Debra Stennett profile picture
Debra Stennett
3 November 2026
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The people at Ascendant financial are excellent. They listen very well are accommodating and patient and kind. Emily worked with me mostly and was so patient with me. Thank you for your best.
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Ryan Anderson profile picture
Ryan Anderson
3 November 2026
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Outstanding organization with an immense level of knowledge. They have blown me away with the amount of time and dedication they've given me without ever doing any business with them, just to help me get my financial picture setup correctly. No one-size-fits-all here, it's custom tailored backed by tons of experience. I was impressed by the incredible amount of free teaching they provide and put out there, so I felt like I had a lot more knowledge going into working with them than I had before.
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Rob Flick profile picture
Rob Flick
3 November 2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Working with Ascendant Financial, Connor and Neil, has been such a blessing. I knew I wanted to implement the IBC for a few years now but I didn’t have anyone I could trust to help me set it up. Once I got the team involved they had me up and running in a matter of weeks. Not only that, but they have been a huge help in continuing my understanding and my learning of this most amazing tool.
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Alex Perry profile picture
Alex Perry
30 October 2026
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Very professional and helpful! They aren't pushy, I felt like they have my best interest! I got great service working with Morgan to set up my life insurance policy! Highly recommend
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Samantha Dilworth profile picture
Samantha Dilworth
28 October 2026
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I have been extremely happy with Equitable and working with Paul. The process took some time but now that we have everything in place we are excited to see our money compound and our futures grow along with our farm 🤠
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Dence Valerio profile picture
Dence Valerio
28 October 2026
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I'm not very familiar with the entire concept of being my own banker in the beginning. My asvisor explained everything, How it works, how I can benefit from the system. The whole team was very patient no question is left unanswered.
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Peter Nowak profile picture
Peter Nowak
27 October 2026
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It has been amazing creating abundance with my co-creator, Neil Dietrich, of Ascendant Financial. He is always there for me on “speed dial”. lol. There is always something interesting to learn with this new paradigm of IBC! After hitting the one year mark of my first policy, it finally clicked how to maximize personal results as I make EDO payments a priority. And a no-brainer to add a 2nd policy. Neil’s expertise and tutelage make it easy to comprehend. My original goals were realized sooner. I love the one on one Zoom calls mapping it all out for me. There are eggs in other baskets but IBC is integral to future peace of mind and tax free investments, building my future. I feel like a Banker. Thanks to his knowledge and bringing it all home in layman’s terms, I’m comfortable in saying that I’ve made my Circle great in adding Neil to my team. Peter.
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jack wilson profile picture
jack wilson
25 October 2026
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Morgan has been excellent to work with. His continued guidance, support, and insights into building long-term financial resilience have been incredibly valuable. Highly recommend!

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