AMBROZY & ASSOCIATES, INC. – Expert Financial Services for Your Needs
AMBROZY & ASSOCIATES, INC. is a leading financial firm that specializes in providing expert financial services to clients across a wide range of industries. With years of experience and a team of highly qualified advisors, the firm has established itself as a go-to source for all your financial needs.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans to meet individual needs
- Offers a variety of financial services to help clients achieve their financial goals
- Brings in-depth knowledge and expertise to guide clients through crucial financial decisions
- Monitors and reviews financial goals regularly to ensure clients stay on track
- Provides ongoing support and advice to help clients adapt to changes in their financial situation
Facts and Insights
Here are some key numbers and facts about AMBROZY & ASSOCIATES, INC.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
AMBROZY & ASSOCIATES, INC. offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance services
- Education planning
Client Types
The firm caters to a diverse clientele, including:
- Individuals
- Small business owners
- Corporate executives
- Retirees
- Families
Fees & Compensation
AMBROZY & ASSOCIATES, INC. operates on a fee-only basis, meaning the firm does not earn commission on any investment products or services. This ensures that the advisors provide unbiased and objective advice to clients. The firm charges a percentage of AUM as their fee, which is disclosed in their agreements with clients.
Background
Founded in 2000, AMBROZY & ASSOCIATES, INC. is a registered investment advisor (RIA) headquartered in New York City. The firm was established with a simple but powerful belief that every client deserves the highest quality of financial service and care. Today, the firm has a team of ten experienced advisors serving clients across the nation.
Financial Advisor Disclosures to Know
As a registered investment advisor, AMBROZY & ASSOCIATES, INC. is held to the fiduciary standard, meaning they are legally required to act in the best interest of their clients. This ensures that clients’ interests always come first.
In conclusion, AMBROZY & ASSOCIATES, INC. is a highly reputable and reliable financial firm that provides expert financial services to clients. With a commitment to excellence and a client-centric approach, the firm continues to help individuals and businesses achieve their financial goals.