About Ambassador Advisors, LLC
Our team of experienced financial advisors and legacy professionals bring a stewardship-centered approach to financial planning for individuals, families, nonprofits, and businesses.
Planning and managing your finances with a long-term goal (such as retirement) can be complicated. Taxes and laws only make it more confusing. How can you effectively steward your resources to benefit your loved ones, and while saving enough for retirement?
That's where our team comes in. We'll work with you at whatever stage of life you're in to provide guidance, and help implement a plan to reach your goals. Placing a high value on integrity and knowledge has helped our clients maximize their wealth. We nurture long-term relationships with our clients, and work closely and continually with them to provide the highest quality wealth management.
For nonprofits, we provide professional planned giving strategy creation and implementation services to help your organization capture available gifts.
Whether your organization is a nonprofit or a business, our team of professional asset and wealth managers, CERTIFIED FINANCIAL PLANNERS (CFPsÂ®), investment advisors, and support staff will help you plan for your organization's future.
Visit our website for more information or give us a call to see how we can help you Dream More, Plan More, and Do MoreÂ® with your finances. Or call us at 607-725-4786 to speak to our Ambassador Advisors branch in Binghamton, NY.
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Services We Offer
We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.
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