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Melissa Mc Conkey
Operations Manager at Ascent Wealth Solutions
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Work Experience
Operations Manager
Sep 2024 - Present · 3 months
Sales Consultant
Nov 2022 - Sep 2024 · 1 years and 10 months
Owner
Jul 2016 - Oct 2022 · 6 years and 3 months
Company Details
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email (ascentwealthsolutions@pcrg.com) or call our office. We look forward to speaking with you. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to www.ascentwealthsolutions.com for full disclosures.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
10900 NE 4th St 2300, 2413 Bellevue, Washington 98004, US
Keywords
investment advisoryinvestment advisory serviceslife insurancebanking serviceswealth managementmedical servicesterm life insurancepersonal insurancesecurity taxesretirement arrangement
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