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Kauffman CPA Company

(28)

Consulting, IT Consulting, Small Business

“This isn't just an accounting or bookkeeping service - Kauffman's CPA comes alongside business owners and acts as a strategic partner to help you grow, monitor those critical numbers and improve your profit margins.”

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Waller Tax & Financial Services

(50)

Services

“As our finances have changed and become more complicated with different jobs and a growing family and all the changes professionally, we have been given great and equal service regardless the complexity.”

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Loeffler Financial Group

(48)

Team
Questions
Cost

“You don't have to be rich to get the tax return that you deserve thanks to their hard working accountants who are some of the friendliest and most caring people I've ever done business with.”

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Faithward Advisors

(45)

And Businesses, Retirement Planning, Financial Services

“This is where Dan Bailey with Ambassador Advisors filled the void created by other questionable financial philosophies perfectly; creating within me peace of mind I haven't realized with former financial advisors.”

FAQs

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

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.

How was the company started?

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 over $500 million dollars for individuals, businesses, and nonprofit organizations, their employees, directors and donors.

How big is your client base?

We have been delivering services to a growing number of clients. We currently service over 3,000 businesses, organizations, and families. Although our headquarters is in Lancaster, PA, Ambassador actively serves clients from offices up and down the East Coast and has clients in over 30 states.

Do you work with people to create a budget?

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.

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

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

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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Landis & Associates Certified Public Accountant

(40)

Team
Tax Return
Information

“We were worried about all the different aspects of our taxes this year (2020) with the pandemic including unemployment, stimulus checks and starting a new business.”

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Landis Financial Advisors

(24)

“After spending 100 hours sifting through the confusing issues arising through signing up for Social Security and Medicare, I decided to give Landis Financial a try, after receiving a flyer in the mail.”

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Sequinox

(12)

Portfolio

“Sequinox showed my wife and me how our 401 K, IRA, Social Security, and insurance could be coordinated to allow our lifestyle to continue without major impact.”

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RKL

(2)

Consulting, IT Consulting, Small Business

“We REALLY knew we had hit the jackpot when Covid-19 swung RKL into action, way ahead of their competitors, with the weekly Friday webinars open to clients and not-yet clients alike.”

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David T. Hibshman Cpa, CFP

(2)

Estate & Gift Planning, Financial Planning, Other Services

“We have presented David with some unique and complicated situations and he has always been able to help us manage any financial or accounting circumstances no matter how complex or unusual.”

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Sage Financial

(6)

Wealth Management, Retirement Income Planning, For the Young Professionals

“The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement.”

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Patterson Financial Services

Business Solutions, Your Role, Individual Services

“As a financial professional with over40 years of experience helping individuals and businesses build their financial futures, I am dedicated toserving Central Pennsylvania.”

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Premier One Financial Company

(8)

Medicare
Questions

“With everything constantly changing in the insurance field today, Scott keeps us up to date and answers all our questions and concerns in a timely manner.”

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Regal Wealth Advisors

(4)

Estate Planning, Tax Planning, Divorce Planning

“Mike Zimmerman and his team are top notch from managing our investment accounts to taking a personal interest in our personal lives and all the care that comes with that!”

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Kaufman Financial Services

(2)

Blog, Whats Happening, Team

“He was very helpful in assisting me to untangle the massive amounts of mail I was receiving from Health insurance companies as I became eligible for Medicare.”

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Arc Wealth Strategies

(2)

Investments, Financial Strategies, Insurance - Life

“His thoroughness, attention to detail and knowledge are outstanding.”

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Brady Planning

(1)

“He listens and focuses on different strategies and tools for your business.”

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Waterfront Financial

For Families & Individuals

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

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First Pointe Financial Services

(1)

Tax Library, Income Tax Service

“1000% trust this place to help my wife and I plan best for our futures.”

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Ingroup Associates

(3)

“If your looking for a Benefit Consultant with an emphasis on cost containment for local businesses with a National reach the team at Ingroup should be your first call.”

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Hershey Financial Advisers

(2)

“Matt and his team are transparent about all transactions and accounts.”

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Assets & Insurance Management

(2)

“He works very hard for his clients, returns calls in a timely manner and overall is the best agent we have ever worked with!!”

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Teacher Benefit Strategies

(1)

“Not just some guy at the bank or an online customer service representative.”

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Chestnut Street Investment Counsel

“Our fee is 0.80% of assets under management, please see our ADV below for more information. We also provide a stand alone service for financial plans.”

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Rowley Financial

“We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we're ready to help you prepare for the future. Come rain or shine –together, we'll encourage your investments t...”

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Average Cost	$3199
Minimum cost	$1067
Maximum cost	$9062
Avg Per Hour Rates	$320

Best Financial Advisors in Lancaster, PA

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Lancaster area.

Kauffman CPA Company

Waller Tax & Financial Services

Loeffler Financial Group

Faithward Advisors

Landis & Associates Certified Public Accountant

Landis Financial Advisors

Sequinox

RKL

David T. Hibshman Cpa, CFP

Sage Financial

Patterson Financial Services

Premier One Financial Company

Regal Wealth Advisors

Kaufman Financial Services

Arc Wealth Strategies

Brady Planning

Waterfront Financial

First Pointe Financial Services

Ingroup Associates

Hershey Financial Advisers

Assets & Insurance Management

Teacher Benefit Strategies

Chestnut Street Investment Counsel

Rowley Financial

Retirement Planning and Investment Management Services in Lancaster, PA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lancaster

Popular in Lancaster