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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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Kauffman CPA Company

(28)

For Small Businesses, Such as General Accounting, Payroll Processing

“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.”

Featured

Specializing in Supporting Creative Agencies! Most creative agencies with 5-45 employees struggle to obtain and maintain a clear financial picture. Often, it falls on you, the business owner, to manage the accounting, payroll, and financial processes, taking you away from business development, management, and running your company. Plus, many agencies have ad-hoc financial systems and processes that are years – and even decades – behind the currently available change. All this leads to uncertainty, indecision, and untapped potential. It’s time to make a change.

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Waller Tax & Financial Services

(30)

Services

“Fred & his staff are very professional and can be reached year round for potential impacts of any tax related issues, both short term and long term decisions.”

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Landis Financial Advisors

(22)

2nd Opinion, Investment Services

“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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Rodgers & Associates

(3)

And Investment Strategies, Retirement Income Planning, Charitable Giving Plans and Decisions

“In addition , they take a global approach to my retirement planning needs, which includes efficient tax strategies, estate planning and other non investment related issues like health care insurance and budgeting.”

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Ambassador Advisors

(30)

And Businesses, Retirement Planning, Financial Services

“With our busy lifestyle, it's so helpful to have Dan Bailey as our financial consultant, looking at our investment choices and giving us good sound advice.”

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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Sequinox

(13)

Investment

“The Sequinox staff is always very attentive and supportive and Mike Zimmerman has done a great job for me, treated me with respect even though I am certainly not one of their most lucrative clients!”

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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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Andrew J. Sedora

(1)

Business Strategies, Personal Strategies

“My wife and I were able to maximize our benefits thanks to his guidance.”

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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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ALM Tax Service

(2)

Home-Based/Direct-Sales Business, Small Business, Entity Selection

“Upon completion of the review of my tax return Bill had found an alternative tax treatment for one of my tax credits resulting in a higher refund than was claimed by Turbo Tax, increasing my refund by $640.”

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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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Sage Financial

(1)

Wealth Management, Retirement Income Planning, For the Young Professionals

“They listen to, and cater to, your specific needs and genuinely care about you as an individual.”

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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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Premier One Financial Company

(4)

“Have been going to see Scott George since 2019 and would highly recommend that everyone make an appointment and review their situation with them even if you've been on Medicare for a number of years.”

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Rowley Financial

Smartvestor Pro

“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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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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Hershey Financial Advisers

(1)

“He also made me feel very comfortable asking all the questions I had because some people might have been annoyed.”

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Mirus Financial Partners

“Mirus Financial Partnerswas founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients...”

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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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Patterson Financial Services

“As a financial professional with over30 years experience helping individuals and businesses build their financial futures, I am dedicated toserving Central Pennsylvania. Please check out my website to learn more about me and the products and professi...”

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Good Life Financial Advisors

(1)

Paying Off Credit Card Debt, Life Insurance Needs Analysis, Saving For Retirement

“I went here to get a financial advisor about 3 months ago and so far it seems to be going pretty well.”

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Domani Wealth

For Businesses, Family Office, For Individuals and Families

“Each client has different goals, needs, and questions. We often act as a guide and protector of our clients' legacies and their family's future. Working with our wealth advisors, you'll receive personalized financial advice, carefully crafted and pro...”

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Arc Wealth Strategies

Investments, Financial Strategies, Insurance - Life

“Financial tools are available to all financial advisors; however, it's the skills that the ARC Wealth team brings that make the biggest differences. The level of detail and care exercised by our process-driven fiduciary specialists make the following...”

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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.

RKL

Kauffman CPA Company

Waller Tax & Financial Services

Landis Financial Advisors

Rodgers & Associates

Ambassador Advisors

Sequinox

David T. Hibshman Cpa, CFP

Andrew J. Sedora

First Pointe Financial Services

ALM Tax Service

Kaufman Financial Services

Sage Financial

Waterfront Financial

Premier One Financial Company

Rowley Financial

Assets & Insurance Management

Hershey Financial Advisers

Mirus Financial Partners

Teacher Benefit Strategies

Patterson Financial Services

Good Life Financial Advisors

Domani Wealth

Arc Wealth Strategies

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