Stephanie  Loeffel,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie Loeffel, CFP®

Founder and Lead Planner

Ascend Financial LLC

40 Hazel Ave
Scituate, MA 02066-3934
FINANCIAL ADVISOR'S WEBSITE
(781) 214-0820 CONNECT WITH Stephanie
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General

Stephanie Loeffel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ascend Financial LLC in Scituate, MA and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning and investment management for advanced-degree professionals and college-bound families.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family

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Helpful Financial Planning Resources