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YOUR WEALTH ADVOCATE

ASCENSION

Financial Group, Inc.
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                                OUR RESOURCES


                                When you work with Ascension Financial Group, Inc., you know you have a trusted ally who is working with you personally to get to know you and your goals. Through our alliances we bring the industry leading resources to our client relationships.

                                Through Eagle Strategies, Carlene Patterson provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

                                Learn More about Eagle Strategies, LLC, click here

                                 

                                Below are some of the fund families we offer:

                                • Brinker Capital Inc

                                • Loring Ward

                                • Morningstar, Inc

                                • Fund Evaluation Group

                                • Frontier Asset Management


                                Disclosure

                                Sharon Patterson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, and NM. No insurance business may be conducted outside the states referenced.

                                Sharon Patterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1501 Presto Way Nw, Albuquerque, NM, 87104, 505-880-2062. In this regard, this communication is strictly intended for individuals residing in the states of AZ, FL, NE, NM, and OR. No offers may be made or accepted from any resident outside the specific states referenced.

                                Sharon Patterson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, FL, NE, NM, and OR. As such, these services are strictly intended for individuals residing in the states referenced.

                                ASCENSION FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                Neither ASCENSION FINANCIAL GROUP, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                For more information about NYLIFE Securities LLC and its investment professionals.

                                Click here
                                Ascension

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                                • Planning Team
                                  • Expertise
                                    • Our Expertise
                                      • Wealth & Investment
                                        • Retirement & Protection Planning
                                          • Business & Estate Planning
                                            • Business Solutions
                                              • Philanthropy
                                              • Philanthropy
                                                • Process
                                                  • Professional Resources
                                                    • In the News
                                                      • Directory
                                                        • Client Login
                                                          • Wealth Management
                                                            • NYL Virtual Services
                                                              • NYLife Securities

                                                              Copyright . New York Life Insurance Company. All Rights Reserved.

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                                                              NYLIFE Securities LLC, Member FINRA/SIPC.

                                                              For additional information, visit Customer Relationship Summary.pdf