Some Exciting News!

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We’re excited to announce the results of the annual Best in East Bay readers poll! The Bay Area News Group conducts this poll each year, allowing local businesses in 100 different categories to be recognized by the public for outstanding performance in their fields. For the second year in a row, Brian Ambrose has been chosen as the Bay area’s Best Financial Advisor.

Brian has more than 25 years of experience in financial planning, and represents a select group of only three percent of licensed wealth managers in the San Francisco Bay Area. Brian recognizes that each investor is unique, and works with clients one-on-one to be sure they are able to adopt an investment strategy that suits their individual needs. Brian and his staff provide the Bay Area with fee-based investment management such as income, tax, and estate planning, probate, life insurance, asset protection, charitable giving, long term care protection, IRA and 401(k) rollovers, and more.