Brian Ambrose,CPA,CFP

Brian Ambrose, CPA, CFP

Ambrose Financial and Insurance Services, LLC

Office located in the offices of Stahlschmidt Financial Group,LLC
   500 Ygnacio Valley Road,
   Suite 150
   Walnut Creek, CA 94596
   brian@bambrose.com
   Ph: (925) 906-4600
   Fx: (925) 906-4601

Welcome to our website!

We are here to provide you with the information and tools to make the right decisions.

Did you know that 77% of all assets are controlled by seniors?

And that's projected to grow substantially.Over the next five years that figure will be about $1.6 trillion, and by 2010 there will be 75 million seniors. It's easy to see why seniors feel so threatened.

After all, they have the most to lose!

Let me help you make the right decisions that preserve your nest egg!

Disclaimer

IMPORTANT CONSUMER INFORMATION

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 .

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