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At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization. Regardless of where you`re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We`ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. Non-profit organizations can move confidently into the future by properly utilizing tools such as planned giving strategies and endowments. In order to capitalize on the wealth of available gifts, our team of asset managers and non-profit consultants will help your organization to establish and execute wise pathways for charitable giving. We partner with businesses and non-profits to help them navigate the complicated world of pensions, retirement plans, and other employee/staff benefits. We have a dedicated team of pension consultants to help you design and administer effective benefit packages. Succession and transition planning provides guidance with things such as acquisitions, mergers, and passing on the business to someone else.
TTEC is a global customer experience (CX) technology and services company focused on the design, implementation, and delivery of exceptional CX
Headquartered in Palo Alto, California, Opus Global was created through a $500 million partnership between GTCR, one of the world`s leading private equity firms, and Doug Bergeron, former CEO of VeriFone. Through its direct investments and targeted acquisitions Opus Global seeks to build a leading technology platform that integrates solutions to address the increasingly complex compliance requirements and risks faced by companies in every industry. Opus Global`s mission is to establish itself as a long-term partner capable of delivering significant value to businesses through the aggregation of content, software-based solutions, and related services.
ASCOA (Ambulatory Surgical Centers of America) is a leader in the surgery center and surgical hospital industry, achieving exceptional quality of care and outstanding financial results. Since 1984, ASCOA's founders have helped physician-owners start
Fidato Partners provides trusted consulting and recruiting services in accounting, risk management, and information technology.