Raymond E.
Ambrosino
CFP®, MSFS
Ray, a CFP®...
Read more
Laura
Ogilvie
Executive Assistant
Laura brings...
Read more
Nicholas R.
Ambrosino
Internal Research
An Internal Equity...
Read more
We formed the Ambrosino Team in an effort to combine over 35 years of investment experience that is strongly suited to serve our clients' needs. Our team philosophy enables us to offer various areas of expertise, more creativity leading to more ideas and better expected results, and a broader support network to satisfy our clients. Combining these elements with the infrastructure afforded us at Garden State Securities and supported by Axos Clearing allows us to work in an environment that is ideally suited to try to achieve success. Free to utilize the most competitive products by way of our completely independent platform, our team is focused on providing a high quality of advice and a personalized level of service.
MISSION STATEMENT:
Our Mission:
To work hard to make a difference in the lives of our clients, primarily through strong customer service along with a professional, one-on-one relationship with our financial planning team. We strive to present information in a clear and comprehensive manner so that we can present our clients with the best options available for their portfolio.
Our Goal:
To create sound financial plans that are tailored to the specific needs of each client. Our independent business model permits us to use a tactical approach to asset allocation rather than informal allocation solutions that exist at other firms.
We Provide:
Over 35 years of experience in the financial industry with a professional management team comprised of planners who are uniquely qualified to achieve your investment goals in the various stages of life: education planning, retirement planning, estate planning, etc. Our team has the necessary credentials to manage your money and CFP® which gives clients access to what we believe to be the most effective and sophisticated strategies available today.
Back