About
Overview
Ascend Financial Wellness Group
Roseville, CA 95747-9264
See Hours
| Monday | 9:00 AM - 6:00 PM |
|---|---|
| Tuesday | 10:00 AM - 7:00 PM |
| Wednesday | 9:00 AM - 6:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 10:00 AM - 4:00 PM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
Ascend Financial Wellness Group has partnered with EHP The Employer's Choice to give employers a practical, flexible, and affordable way to provide essential health coverage, supporting both business goals and employee well-being.
I saw when business owners were financially devastated by COVID-19, now I want to help provide them with relief by offering solutions that not only support their employees health but also help increase revenues and lower costs.
What truly sets us apart is EHP's accessibility, despite its advantages, 98% of businesses are not aware that this program is available. This means Ascend and EHP The Employer's Choice represents a powerful, yet largely untapped opportunity for companies to support their employees and strengthen their bottom line.
Products and Services
Additional Services:
Business Lending: Need money to grow your business - we have you covered from Business Lines of Credit, Term Loan, Working Capital, SBA loan, Equipment Financing, AR Financing, Asset Based Lending. Also available is Private Lending for Domestic and International.
Financial Education: When businesses and families have a strong financial foundation, they are better equipped to handle challenges, seizes new opportunities, bad build lasting security for your future! 401K Rollovers, IUL's, Executive Bonus Plans, Life Insurance and so much more!
LegalShield: Protecting businesses and families for 53 years!
BBB Accredited Since: 9/15/2022
Years in Business: 9
Photos and Videos
Business Details
- Local BBB:
- BBB of Northeast California
- BBB File Opened:
- 9/14/2022
- Business Started:
- 4/21/2016
- Business Started Locally:
- 4/21/2016
- Type of Entity:
- Sole Proprietorship
- Business Management:
- Mrs. Cheri Muniz, Founder/CEO
Additional Contact Information
- Principal Contacts
- Mrs. Cheri Muniz, Founder/CEO
- Customer Contacts
- Mrs. Cheri Muniz, Founder/CEO
- Additional Phone Numbers
- Other Phone: (925) 381-4754
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Payment methods
- Cash,Personal Check,Business Check,Cashiers Check,Money Order,MasterCard,Visa,American Express,Discover,Debit Card
- Business Categories
- Legal Services, Business Consultants, Life Insurance, Financial Consultants
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