Ambassador Advisors, LLC

Category: Financial consultant

Address: 1755 Oregon Pike Suite 100, Lancaster, PA 17601, USA

Phone: +17175608300

Opening hours

Sunday: Closed

Monday: 8AM–5PM

Tuesday: 8AM–5PM

Wednesday: 8AM–5PM

Thursday: 8AM–5PM

Friday: 8AM–5PM

Saturday: Closed

Reviews

Scott Gold

Aug 8, 2021

We have been very pleased with the relationship we've developed with the folks at Ambassador Advisors. They understand our investment goals and the values that determine the kind of investments we want to support. It is refreshing to work with people who approach the use of money from a conservative, biblical, and giving perspective.

Nate B

Aug 5, 2021

Great experience!!

Justin Brubaker

Aug 5, 2021

I was a summer operations intern at Ambassador Advisors. I really enjoyed my experience here, the staff was very helpful in every aspect of the job. I highly recommend this company for those interested in high quality financial advising. I'm thankful for the opportunity to work at Ambassador.

Ken Chubb

Jul 8, 2021

Dan did an excellent job preparing for a meeting with myself and my wife discussing our financial position. He made good recommendations for improvement on the return on our investments and stressed there was no pressure to make a change.

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Questions & Answers

Where can people park at the Lancaster office location?

Ambassador Advisors, LLC | Oct 30, 2021
Ambassador Advisors, LLC | Oct 30, 2021

Convenient parking is available right in front of our office building.

What are the specialties of the Lancaster, PA, office location?

Ambassador Advisors, LLC | Oct 30, 2021
Ambassador Advisors, LLC | Oct 30, 2021

At the Ambassador Advisors office in Lancaster, PA, our multi-faceted team specializes in wealth management, financial strategies, nonprofit strategies, estate & legacy planning, and financial planning.

Is there a minimum to open an account?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Unlike some of our competitors, Ambassador Advisors does not require a minimum to open an account with us.

How was the company started?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Our President, Robert Kauffman, founded the company in 1990, and we have been providing financial planning and money management services to clients for nearly 30 years. Ambassador Advisors manages nearly $400 million dollars for individuals, businesses, and nonprofit organizations, their employees, directors and donors.

How big is your client base?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

We have been delivering services to a growing number of clients. We currently service over 3,000 businesses, organizations, and families. Although based in Lancaster, Ambassador actively serves clients throughout the Mid-Atlantic region and has clients in over 30 states.

Are drop-in meetings allowed?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Drop-in meetings are not preferred, as we like to take the time necessary to give the highest quality advice, possible. If you do need immediate help, however, you may call us or drop by if you’d like to speak with someone in person.

Do you schedule evening or weekend appointments?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Most of our advisors regularly meet outside of our normal office hours. If you’d like to schedule a meeting with an advisor over the weekend, we suggest asking to speak with them directly, as their schedules vary.

How can I sign up for E-Delivery/view my statements online?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Visit the Online Account Access page to log in to your account. From there, you can choose if you’d like to access an individual or consolidated statement, and it should prompt you to set up a user ID and password, if you haven’t already done so in the past. If you need further assistance, please do not hesitate to call our office.

Do you work with people to create a budget?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Our financial advisors assess the financial needs of individuals and help them with investments (e.g. stocks and bonds), tax diversification, and insurance decisions. Our advisors help clients plan for their long-term goals, such as retirement. We do not create or help aid in budget planning, but we can recommend others to help with this process.

How will I know who is the best person for me to talk to?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

You may visit the Meet the Team portion of our website to see key areas that each individual focuses. You may also call in to the office to speak with the administrative staff about your needs. They are qualified to know who is best suited to help, and may be able to assist you themselves.

What are your hours?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Our office is open Monday through Friday, from 8am until 5pm. Holiday hours vary and are subject to change. Our advisors, as previously mentioned, are often here outside of “normal” business hours, when clients request after-hour appointments.

How many people work there?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

In our Lancaster office, we have over 28 advisors and support staff. We also have advisors in our branch offices in Binghamton, NY and Painted Post, NY.

Is there a fee for an initial meeting with an advisor?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Preliminary consultations with one of our advisors is free of charge.

Do you offer insurance?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Yes, we do! We offer nearly every kind of insurance, outside of property and casualty insurance

Do you prepare Wills, Powers of Attorney, Healthcare Declarations, or trusts?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

As a financial firm, we do not offer legal services to our clients. We do work closely with a law firm, Mitchell & Young, that does offer such services and we will happily refer you to them.

Where are you located?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Our office is located off of the Oregon Pike in Lancaster, Pennsylvania. There are directions on our Contact Us page. If you’d like more detailed directions, you may call our office and someone on our administrative staff can assist you.

What is an ETF?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

An exchange-traded fund (ETF) is a diversified collection of assets that can be bought and sold throughout the trading day. ETFs can be an easy-to-use, low cost, and tax-efficient way to invest your money.

What is a Mutual Fund?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

A mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other areas for increased diversification and decreased risk.

What types of bonds are available?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

A bond is a type of investment that serves as a loan from the investor to the government or company, with interest paid annually until the bond matures. The most common classifications of bonds are government bonds, municipal bonds, and corporate bonds.

What's the difference between a fixed and variable annuity?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

A fixed annuity is a contract offered by an insurance company that is much like a bank CD. You deposit a certain amount of money and the insurer agrees to pay a certain interest rate over a specified period of time. A variable annuity differs from a fixed annuity in that inside a variable annuity are investments similar to mutual funds. These investments are called subaccounts, and the value varies based on the performance of the investments.

Are there tax advantages of EFTs over Mutual Funds?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

While there are similarities, there are tax advantages exchange traded funds (EFTs) hold over mutual funds. Both require shareholders to pay any tax due on income, dividends and short-term capital gains. However, shareholders of EFTs are much less likely to be subject to long-term capital gains distributions.

How are Mutual Funds Taxed?

Ambassador Advisors, LLC | Oct 31, 2018
Ambassador Advisors, LLC | Oct 31, 2018

Whenever a mutual fund company passes earnings and other payouts to shareholders, they are known as a distribution. The tax treatment of these distributions varies depending on the type of distribution. If you hold shares in a taxable account, you are required to pay taxes on mutual fund distributions, whether the distributions are paid out in cash or reinvested in additional shares.

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