Ascent Wealth Management PLLC - Kalispell, Montana

Ascent Wealth Management PLLC

Ascent Wealth Management PLLC, located at 770 W Reserve Dr Suite 2, Kalispell, MT 59901, is a reputable financial planning firm that offers exceptional services to its clients. With a phone number of 4063144009 and a website at wealthascent.com, the company is easily accessible to those seeking financial guidance.

The firm specializes in financial planning, helping clients navigate their financial journey with expertise and care. In addition to their main service, Ascent Wealth Management PLLC also offers wheelchair accessible entrance, parking lot, and restroom facilities, making their office convenient and inclusive for all clients.

With an average opinion rating of 5/5 based on 6 reviews on Google My Business, Ascent Wealth Management PLLC has earned a strong reputation for providing top-notch service. One notable review highlights the firm's knowledgeable and responsive approach, offering sound advice and putting clients at ease. This level of personalized attention has led to the company being recommended to friends and family.

Specialties and Services

• Financial planning

Key Features and Amenities

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

👍 Reviews of Ascent Wealth Management PLLC

Rene G.

5/5

John Michael is very knowledgeable and responsive. He offered sound advice to us regarding how to invest and plan for the next stage in our lives and put us at ease about moving forward. We will recommend him to friends and family.

Derek T.

5/5

I have worked with John Michael professionally since 2008 and highly recommend him to my clients. He is thorough in his financial analysis and planning for clients as they navigate their own retirement and investment needs. He continuously monitors market changes and conditions and adapts to the needs of his clients accordingly. His communication and responsiveness with clients are some of his best qualities as a professional. I appreciate the fact that in my role as a CPA John Michael involves me in the planning process for our mutual clients, which creates that critical team environment. This proactive planning process greatly benefits the investor rather than being reactionary. In today’s environment you need someone on your team that will help you successfully attain your financial goals and offer advice and counsel relevant to your objectives.

Magdalen S.

5/5

John Michael Knopik is exceptional. He is knowledgeable, professional and listens very carefully to the individual needs of the client. I can’t say enough about my experience, would absolutely recommend!

Joni H.

5/5

John Michael is one of the most well educated wealth managers I know of. He is constantly researching and communicating with peers to ensure each client receives the best performance for their financial goals. Would recommend him again and again.

Jason V.

5/5

John Michael is advising me on my retirement funds. He's been very knowledgeable and professional. It's obvious that he cares about helping people.

Site M. N. V. S. C.

5/5

A great experience all around! I was scheduled promptly, friendly staff, was on time and I got great advice. He was very knowledgeable and helpful.