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Our Mission Statement

Ambre Financial is a holistic financial services firm that is committed to helping our clients pursue long-term financial success. We are experienced in preparing financial plans for professionals and closely held corporations, with a focus on providing full service pension and profit sharing analysis and recommendation of employee benefits. We also help individuals through disciplined planning while adhering to an academically rooted, more passive investment philosophy; Ambre Financial delivers customized investment strategies designed to help investors grow their assets for retirement.