Ascend Financial Group

Financial Planning Firm Mt Pleasant, SC
53 / 100

BizScore

How we score
31
AI Visibility
—
AI Agent ReadinessNot audited yet
73
SEO Performance
100
Google Rating

Contact Information

Location

About Ascend Financial Group

Ascend Financial Group is a financial planning firm in Mt Pleasant, SC, located at 11 Ewall St Suite 214. The company operates as a boutique mortgage lender serving homebuyers and homeowners throughout SC, including the Charleston area. They provide customized mortgage solutions for purchasing a first home, upgrading to a new property, or refinancing an existing mortgage. Their loan products include conventional loans, FHA loans, VA loans, USDA loans, and jumbo loans. They also offer specialized mortgage options such as fixed-rate mortgages, adjustable-rate mortgages, interest-only mortgages, and graduated payment mortgages. The firm assists clients with refinancing to lower monthly payments, access home equity, or improve loan terms.

The team includes Greg Shoonover, who brings over 20 years of experience in mortgage lending and is a licensed financial planner. He is also an accomplished classical musician who has performed with the Charleston Symphony, Hilton Head Orchestra, Savannah Symphony, and Spoleto Festival Orchestra. Chris provides client-focused service for home buyers and refinance customers. Rod is a licensed mortgage consultant and former independent brokerage owner who also works as a school educator and mentor. Mike is experienced in specialty loan products for borrowers outside of conventional lending and is an active licensed real estate broker and owner of Ashley Cooper Realty. Jared Jackson, based in North Charleston, is a Realtor, Broker-in-Charge, and Mortgage Broker with more than a decade of experience and over 120 transactions. He specializes in helping first-time buyers, military families, and self-employed borrowers. The company utilizes mortgage calculators to help clients estimate payments and interest rates, and guides them through the pre-approval process, which involves verifying income, credit, assets, and liabilities.

Ascend Financial Group holds a rating of 5.00 based on 1 review. Customers have noted the firm’s positive rating and the efficient service provided by its staff, including the ability to close deals in less than 30 days. The business is recognized for its commitment to providing responsible and cost-efficient lending solutions tailored to individual financial goals.

The firm’s approach emphasizes honesty, integrity, and excellence, aiming to deliver the finest service and lowest closing costs available. By combining deep knowledge of financial principles with personalized attention, Ascend Financial Group helps clients navigate the complexities of the mortgage process, from determining buying power to understanding loan-to-value ratios and credit scores. This dedication to individual attention and competitive financing solutions supports the firm’s goal of helping SC residents achieve their homeownership dreams.

BizScoreAI awards Ascend Financial Group a perfect 100 out of 100 for Schema & Structure score, which ensures AI assistants and search engines clearly understand the business and its offerings. The firm also receives a strong 83 out of 100 for Technical score, confirming the website is secure and easily readable by search engines without errors.

Services:

  • Conventional Loans
  • FHA Loans
  • Purchase Loans
  • Purchase and Refinance Loans
  • Refinancing
  • VA Loans

AI engine reads

Read by AI engines 4 times in the last 30 days.

Counted from AI crawler and assistant visits to this page, identified by user agent.

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AI Visibility Score

How visible is this business to AI-powered search engines

31 /100
AI Discovery
40/100
Structured Data
0/100
Content Readiness
57/100
AI Trust Signals
60/100

Ways to improve this score

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SEO Score

Technical SEO health and search engine optimization

70 /100
On-Page
60/100
Technical
83/100
Performance
75/100
Content
61/100

Ways to improve this score

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Local SEO Coverage

Directory presence and NAP consistency

— /100
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