Walnut Creek, California (EastBayDaily) — The readers of Bay Area News Group have named Ambrose Financial & Insurance Services as the best financial advisor in the East Bay area.
The recognition was part of the Best In East Bay 2014 Readers Choice Awards. Readers of the media company’s 14 newspapers representing East Bay voted in a survey to choose everything from their favorite restaurants to favorite interior designer. Bay Area News Group recognized more than 100 companies and organizations in nine categories.
“I am honored to be named the Best Financial Advisor in The East Bay,” said Brian Ambrose, president of Ambrose Financial & Insurance Services. “I want to thank all my clients for voting for me and for trusting me with their financial and insurance needs.”
Ambrose Financial & Insurance Services specializes in assisting individuals in or near retirement. The firm’s mission is to provide clients and their loved ones a secure financial future through a unique blend of education, service and processes tailored to your individual needs.
Brian Ambrose is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He has over 25 years experience in financial planning and money management. For the past three years, he has earned the designation of Five-Star Wealth Manager in the East Bay. Five-Star Wealth Managers are chosen based on market research conducted by Five Star Professionals, an organization that recognizes service professionals who provide quality service to clients.
About Ambrose Financial & Insurance Services Based in Walnut Creek, California, Ambrose Financial & Insurance Services LLC can offer or refer clients to professionals providing the following services: wealth accumulation, asset protection, retirement planning, Social Security planning, income planning, tax planning, estate planning, trusts, life insurance, probate, IRA and 401(k) rollovers, IRA legacy planning, charitable giving, and long-term care protection. Brian A. Ambrose is licensed insurance agent with Ambrose Financial and Insurance Services, LLC (CA Insurance License No. 0F95178). Advisory Services are offered through Client One Securities, LLC, an Investment Advisors. Ambrose Financial Services & Insurance Services LLC and Client One Securities LLC are not affiliated.