Financial Services

Thank you for visiting our site. Our job is to make what has become a complex world of seemingly infinite financial choices into a simple yet comprehensive roadmap that you can understand and make intelligent choices.

First, I need to clarify the role of a Financial Planner in today's society. Many of us would like to claim to be able to do comprehensive planning when dealing with our clients, but the liability of making that claim was challenged in the courts several years ago by a person involved in an auto accident and permanently disabled. The Financial Planner working with this individual did not cover the area of disability planning and consequently lost the case. Many Broker/Dealer firms today discourage using the words "comprehensive financial planning" or anything similar.

So, how do we make certain that an investment you make is suitable and will accomplish your objectives? Everyone has something of immediate interest. We will talk about that and in the process gather information from you that will enable us to make sure that it fits in your short and long term goals. If you desire, we will then look at other aspects of your financial life and make recommendations.

This website will give you an idea of the various areas in which we are involved. We have tried to make it interesting and show you areas that may be unknown to you. The site is not meant to be comprehensive, but only to get you started. We have access to a great variety of investments and backup material on almost any area of interest to you.

Please browse the site, request anything of interest and ask us if you can't find it. Lastly, we encourage you to schedule an appointment with one of our representatives and discuss your situation. There is never any obligation and we encourage you to "shop" our competitors.

Barry W. LeMay
CEO and Founder

AMBAR Financial Group does not offer legal or tax advice. AMBAR encourages clients and visitors to seek independent legal and tax advice from competent professionals to discuss their personal financial situations. Registered Representatives may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in: AL, AZ, CA, FL, MN, MO, PA, TX. If your resident state is not listed, please contact us at 408-379-6510. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

Property photos shown here are being provided for educational purposes only, to illustrate the different property types available in the real estate market. These photos are not intended to represent any particular type of TIC offering nor are they intended to represent any current or future TIC offerings.