Brian Ambrose CPA, CFP

Welcome to our website!
 
People often ask what we do, and really it's quite simple: We help people protect their financial nest egg.
 
In a recent survey, 75% of people age 50+ said they believed the financial advisor who got them TO retirement is not the person who is most capable of getting them THROUGH retirement.
 
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. Our mission is to provide you and your loved ones a secure financial future through a unique blend of knowledge, service and processes tailored to your individual needs. 
 
Sincerely,
Brian Ambrose CPA, CFP®
President
 
 
 





 
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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 registration 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 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 .