ROSENBERG ALVIS AMBROSE WEALTH MANAGEMENT

m the director of a small non-profit and pastor a small church. We want to be an employer of choice and give excellent care to our staff as they give excellent care to those we serve. It seemed impossible for us to afford a retirement plan for our employees but Phillip Ambrose was able to find a plan that worked for our organization. Our staff felt very cared for by us to have this kind of program. Most had not invested before and Phillip was very patient and answered all of our questions. The follow up and responsiveness has been more than expected.

These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Phillip is a superb financial advisor. I highly recommend him and the Rosenberg Financial Group. Phillip is a great guy and easy to talk to.