Our mission at Ambassador Wealth Management is to help our clients get their entire financial house in perfect order so they can make better financial decisions that will lead them to achieve their BIG goals of life. We listen to you during our complimentary "Discovery Meeting" to make sure we are ...
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Our mission at Ambassador Wealth Management is to help our clients get their entire financial house in perfect order so they can make better financial decisions that will lead them to achieve their BIG goals of life. We listen to you during our complimentary "Discovery Meeting" to make sure we are a good fit. We utilize a financial planning process that analyzes your current financial situation so we can build the roadmap to help you work toward your goals.
Now more than ever, investors need different strategies for wealth accumulation, wealth protection, tax minimization and retirement . If you do not have an updated investment strategy and financial plan, your portfolio and your financial future may be at risk. If you are not extremely comfortable and confident in your plan, your portfolio AND your advisor, I highly recommend you call us right away!
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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