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Press Kit

Corporate Headquarters:
AMBAR Financial Group
2315 S. Bascom Avenue, Suite 100
Campbell, CA  95008
Phone: 1-408-379-6510
Fax:      1-408-866-5942
Email: info@ambarfinancial.com
Website: www.ambarfinancial.com

Company History: Founded in 1976

Management Team:
Barry LeMay, Cheryl Jaques,
Barbara Smith, Paula Halford

Financial Information:
Privately Held Corporation

Services Provided:

  • §1031 Exchange Replacement Properties
  • Tenant In Common Investment Properties
  • Institutional Real Estate for Individuals
  • Real Estate in IRAs and other qualified retirement plans
  • Oil and Gas Drilling Programs
  • Speaking Events  and Seminars

Broker Dealer:
Pacific West Securities, Inc.
www.pwfinancial.com

Background:

AMBAR Financial Group is an investment firm that works with 1) property owners looking to get more out of the equity in their investments, 2) retirement planners looking for more creative ways to gain higher returns and 3) investors seeking tax shelter from ordinary income or taxable spread when exercising options.  AMBAR is established in the Bay Area with more than 38 years experience in real estate investing, specializing in Tenant in Common (TIC) replacement properties for §1031 Exchanges.  AMBAR spends much of the time with their clients finding the most suitable properties to invest in.  Additionally, AMBAR Financial Group is a provider of securitized TIC programs and thus, is regulated by FINRA.  FINRA is the regulatory authority over all security firms and requires extensive disclosures of investment programs including TICs.  These disclosures are not required by real estate brokers offering TIC programs who face no such regulations by the government. 

AMBAR is able to offer their clients premium properties in Class A locations opening up opportunities for increased return on equity and appreciation.  These properties come through AMBAR’s independent Broker Dealer, Pacfic West, who works with top real estate operation companies and property management firms around the country.  AMBAR’s experience and long-term relationships within these institutional real estate companies enable them to provide a wide selection of properties to meet their client’s investment needs. 

AMBAR works with their clients to place real estate in their IRAs, 401(k) roll-overs, and other qualified retirement plans.  Real estate can diversify the retirement portfolio, provide monthly income and can offer long-term stability.

AMBAR offers its §1031 Exchange properties and other securities through Pacific West Securities, Inc. an independent Broker Dealer located in Renton, Washington with over 20 years experience (www.pwfinancial.com) and a member FINRA/SIPC.

AMBAR Financial Group was founded by Barry LeMay over 38 years ago.

DISCLOSURES:  Real Estate is an illiquid investment and investing in real estate involves substantial risk, including loss of principal and is subject to economic downturns, environmental issues, and possible changes in tax laws that could negatively impact the investment.  These and other risks should be considered before investing.

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Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services offered Pacific West Financial Consultants, Inc. A Registered Investment Advisor. AMBAR Financial Group is independent of Pacific West Securities, Inc.

 

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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.