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David Moore (est. 1984)

Dream more. Plan more. Do more.

8624 State Route 21, Naples, NY 14512 Mon-Fri 8am-5pm Official site

Categories: Insurance

The Details

The pursuit of a long term financial goal begins with a financial advisor who can help you reach it. At Ambassador Advisors, we plan and execute financial strategies, and provide high quality wealth management for individuals, families, nonprofit organizations, and small businesses. With an understanding of your needs and goals, we will implement a wealth management plan, then monitor and adjust it as necessary to help you achieve your objectives. We focus on helping our clients in achieving their objectives through the proper management of their financial resources. Our experience and knowledge of the financial landscape, along with a vast array of capabilities to maximize your wealth and assets, means that you’re getting a quality team of financial advisors to help you get ahead. Our services for individuals include retirement planning, wealth management, insurance planning, and planning a legacy for your children or charitable organizations. We also offer pension and retirement planning consultations for businesses and nonprofits. At Ambassador Advisors, we bring almost 30 years in experience and knowledge, along with a vast array of capabilities to maximize your wealth and assets. Based in Naples, NY, the Finger Lakes branch of Ambassador Advisors provides financial planning and advice to individuals and organizations in Canandaigua, Geneva, Penn Yan, Rochester, and the rest of Western New York. Call us today at 585-374-2291 to learn more about how we can best serve as your financial partner.

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