Ambassador Wealth Management is a financial planning company based out of Vancouver, Washington. We are a full-service portfolio management firm that specializes in financial planning. Areas covered include, but are not limited to estate planning, retirement, retirement planning, insurance planning, and income tax planning. The company was founded in 2009 by Petr Burunov. Petr is a long time Vancouver resident (over 20 yrs) and has been in the finance industry since 1998.
Developing healthy, lasting relationships with our clients is of utmost importance to us, and in these relationships, our desire is to assist them in reaching their financial goals.
Ambassador Wealth Management, LLC is registered to transact business in the states of Washington, Oregon, and California. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Any like on this page can and should not be construed as an endorsement of our professional services.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 7720 Ne Vancouver Mall Dr, Vancouver,washington 98662,united States
- Phone
- +1-714-676-2061
- mi****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ambassadorwm.com
- Keywords
- Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Education Planning, Insurance Planning, Income Tax Planning, Long Term Care, Legacy/Charitable Giving, Investment Management, Business/Real Estate Investments, Asset Based Lending, Corporate Retirement Plans, Special Needs Planning, Social Security/Madicare Planning.
- HQ
- Vancouver, Washington
- Competitors
- Columbia River Financial Group, LLC, Cobalt Wealth Management, llc, Level The Playing Field Group, Romano Capital, Inc., Fort Vancouver Investment Management, LLC, Steward Wealth Strategies, Patriot Wealth Management, Inc., North Louisiana Economic Partnership, Sendero Wealth Management, Signator Investors, Inc..
Ambassador Wealth Management, Llc Questions
Ambassador Wealth Management, Llc's helpline number is +1-714-676-2061
Ambassador Wealth Management, Llc's website is ambassadorwm.com
Ambassador Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/ambassador-wealth-management
Ambassador Wealth Management, Llc has
6 employees.
View email and phone details for 6
employees at Ambassador Wealth Management, Llc.
Ambassador Wealth Management, Llc's industry is
Financial Services
Ambassador Wealth Management, Llc's top competitors are
Columbia River Financial Group, Llc,
Cobalt Wealth Management, Llc,
Level The Playing Field Group,
Romano Capital, Inc.,
Fort Vancouver Investment Management, Llc,
Steward Wealth Strategies,
Patriot Wealth Management, Inc.,
North Louisiana Economic Partnership,
Sendero Wealth Management,
Signator Investors, Inc..
Ambassador Wealth Management, Llc's support email address is michael@ambassadorwealth.com
Ambassador Wealth Management, Llc's categories are Financial Services
Ambassador Wealth Management, Llc's founding year is 2009
