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To Our Clients and Friends,
Thank You for This Honor
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How long would you like your retirement income to last? |
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Would you like your retirement income to be guaranteed? |
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Is your retirement income guaranteed now? |
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Designations: CPA, CFP®, Registered Investment Advisor, Licensed Insurance Professional |
We believe that each client is unique and no single investment strategy is right for everyone. That is why we focus on developing trusted relationships with our clients and understanding their particular goals and objectives. By educating clients on the strategies and solutions available for improving their financial situations, we work to protect them, their families and their heirs.
We specialize in assisting individuals in or near retirement, but stress that a client’s attitude toward finances is far more important than his or her age. In partnering with us, we will help take the mystery out of investing, preparing for retirement and preserving wealth. After evaluating your current financial situation, we will customize a program specific to your needs and continually manage it as your life and economic conditions change. We can provide you with the financial peace of mind you have always dreamed of and an income you cannot outlive.
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Areas of Focus
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Ambrose Financial and Insurance Services, LLC is a Registered Investment Advisor registered to offer investment advisory services in California. CA State Board of Accountancy – LIC.. #42421,
CFP Board of Standards – CERT. #025529, Securities and Exchange Commission – CRD #141156, CA Insurance LIC OF95178.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 85,000 consumers) and registered financial services representatives (over 5,500 financial services professionals) to evaluate the approximately 10,000 wealth managers in the San Francisco East Bay area (includes the counties of Alameda and Contra Costa in the state of California). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the San Francisco East Bay area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Diablo Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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