At Ambassador Advisors, LLC, our financial advisors focus on helping individuals, families, non-profits, and businesses Dream More, Plan More, and Do More® with their resources and wealth. Our CERTIFIED FINANCIAL PLANNERS (CFPs®) and retirement planning professionals provide insight and guidance along your financial journey. We offer sound financial advice, a common-sense approach to investment planning and implementation. Because of our emphasis on integrity and knowledge, we believe that we can have a positive impact on the financial well-being of you and your loved ones. Retirement planning is important, whether you’re far away from retirement or are considering it soon. How can you wisely invest and manage your wealth, now, to improve the transition into retirement down the road? Maybe you’re already retired and want to make more tax-efficient choices. Our team of retirement planning professionals is here to offer guidance and support as you consider the many options available. Legacy planning (also known as estate planning) involves three major challenges: Taxes, long-term illness, and communication with family members. Our professionals are here to help you overcome these obstacles and leave a quality financial legacy. Our team includes asset managers and investment advisors to help you consider your options while creating (and then implementing) a financial and investment strategy. We can actively manage your investment portfolio, so that you can focus on other aspects of life. Insurance continues to get more complicated and confusing, but it’s the cornerstone of a sound financial structure. How much insurance should you get, and what kind? Insurance planning from Ambassador Advisors means that you’ll get objective, confidential advice so that you can make wise decisions on choosing the right insurance. We want you to be able to experience the joy of giving, but maximizing your giving can be complicated by taxes and laws. That’s why we offer charitable giving strategy and advice. We’ll help you make the most out of giving to charities. Nonprofit organizations also benefit by partnering with us. Creating a planned giving strategy (including an endowment) is more important today than it’s ever been. We’ll work with you to create, market, and administer the right tools and techniques to capitalize on the gifts available. For businesses and non-profits alike, we provide consultation and planning for staff benefits and retirement plans. “Business transition” can have a variety of meanings. Succession planning helps you prepare for future changes. Let our professional financial advisors help you achieve the legacy you desire for yourself, loved ones, and organizations. Visit our website for more information or give us a call today!
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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.
On the Oregon Pike, just north of the Route 30 exit.
The Lancaster Chamber of Commerce & Industry. Individual advisors are members of various organizations: International Association of Advisors in Philanthropy (AiP), Partnership for Philanthropic Planning, Christian Leadership Alliance, Kingdom Advisors, National Association of Christian Financial Consultants (NACFC), National Association of Health Underwriters (NAHU).