Ambrose Financial & Insurance Services, LLC

Your financial future is far too important to leave to chance

The rules of retirement planning are changing rapidly today. You need trusted professionals who focus on solving these types of financial and legal problems. These trusted professionals won't be found in the form of your favorite bank teller, nor at the local coffee shop, beauty salon or golf course.

Ask yourself these three questions

Ask yourself these three questions. How long would you like your retirement income to last? Would you like your retirement income to be guaranteed? Is your retirement income guaranteed now?

For over 25 years, we have worked with people who are near or in retirement. We develop strategies designed to: Generate income streams in retirement that are guaranteed and cannot be outlived; Reduce or eliminate stock market risks from retirement portfolios; Protect assets from the ravages of catastrophic health care expenses and; Preserve financial legacies for family and heirs. In other words, we help you get THROUGH retirement.

If you share these same concerns, we want to help.

Brian Ambrose - President

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Services Offered

Retirement Planning
Wealth Accumulation
Tax Planning
Long Term Care Protection
Veterans Non-Service
Connected
Disability Pension
IRA Legacy Planning
Life Insurance

Contact Us

Phone: 925.906.4609
Fax: 925.906.4601
info@bambrose.com

Offices

500 Ygnacio Valley Road
Suite 150
Walnut Creek, CA 94596

Disclosures

Ambrose Financial and Insurance Services, LLC is a Registered Investment Advisor registered to offer investment advisory service in the state of California.

A Registered Investment Advisor may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA rep registrations requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Brian A. Ambrose is an endorsed agent of Ambrose Financial and Insurance Services, LLC and is licensed to solicit and sell life insurance and annuities in the following states only: California (CA Insurance License No. 0F95178). We are not able to discuss or sell life insurance or annuities to individuals or entities who reside outside of these states without first complying with each state's insurance licensing requirements.