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Ambassador Advisors, LLC

1755 OREGON PIKE SUITE 100 LANCASTER, PA 17601 Get Directions

(717) 560-8300

https://www.ambassadoradvisors.com/

Business Info

  • Founded 1990
  • Incorporated PA
  • Annual Revenue $5,101,306.00
  • Employee Count 25
  • Industries Financial Consultant
  • Contacts Robert E Kauffman

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Company Summary

Our financial advisors help individuals and families, nonprofit organizations, and businesses plan for and achieve their financial goals. Whether you’re looking for some general financial planning services, or want some guidance on estate planning, our team of CERTIFIED FINANCIAL PLANNERS (CFPs®), asset and wealth managers, investment advisors, and others are here to help you Dream More, Plan More, and Do More®. If you’re goal is to retire in the near (or distant) future, or if you’ve already retired, we can provide you with professional advice to help you minimize taxes and ease the transition into retirement. We also provide other financial services, such as investment advice and accounts, tax-wise charitable giving support, investment portfolio management, legacy planning, and even insurance, such as family life insurance, annuities, and college savings accounts. We provide nonprofit consulting services, which help organizations succeed at using a planned giving strategy, manage endowments and other assets, develop pension and retirement plans, and even provide support with staff benefits. Businesses also benefit from our financial knowledge. From succession and business transition planning, to navigating regulations about retirement plans and pensions, to maximizing tax efficiencies, our team can help to create a benefits’ package that will help to retain your best employees. Our professional financial advisors both consult with businesses and offer product placement in these areas. We educate our clients through face-to-face meetings and by offering educational seminars that offer practical financial advice.

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      Payments Accepted

      • American Express
      • Discover
      • Master Card
      • Visa

      Hours

      • Sunday  Closed
      • Monday  8:00AM - 5:00PM
      • Tuesday  8:00AM - 5:00PM
      • Wednesday  8:00AM - 5:00PM
      • Thursday  8:00AM - 5:00PM
      • Friday  8:00AM - 5:00PM
      • Saturday  --
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