Ambassador Advisors, Llc

Description

• At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization. Regardless of where youre at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. Well partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. Non-profit organizations can move confidently into the future by properly utilizing tools such as planned giving strategies and endowments. In order to capitalize on the wealth of available gifts, our team of asset managers and non-profit consultants will help your organization to establish and execute wise pathways for charitable giving. We partner with businesses and non-profits to help them navigate the complicated world of pensions, retirement plans, and other employee/staff benefits. We have a dedicated team of pension consultants to help you design and administer effective benefit packages. Succession and transition planning provides guidance with things such as acquisitions, mergers, and passing on the business to someone else. Visit our website or give us a call today at 717-560-8300 to see how we can help you Dream More, Plan More, and Do More®.
• 

  Headquarters:1249 Upper Front Street Suite 108, Binghamton, New York, United States

  More
• 

  Phone Number: +1 607-725-4786

• 

  Website: https://www.ambassadoradvisors.com

• 

  Employees:12

• 

  Revenue:$1 - 10M

• 

  Legal Name:Ambassador Advisors, Llc

• Ambassador Advisors, Llc's Social Media

  
• Is this data correct?

• |  NAICS Code: 523920  |

  Show More