Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Robert R. Scola is the President of Ambassador Financial Management, a full-service financial services firm in Phoenix, AZ. Rob is an Investment Advisor Representative and a Registered Representative of Cetera Advisor Networks LLC who...
James A. Levine is an Investment Adviser Representative, and a registered representative of Cetera Wealth Services, LLC, member FINRA/SIPC, with a practice in Melville, NY. He holds series 7, 66, 63 securities registrations and is a...
Robin Condon
OSJ Compliance & Supervision Manager
Robin holds a degree in business administration from the University of Connecticut. She supervises all registered representatives and investment advisers through Georgetown Financial Group which is the regional OSJ Branch Manager for...
Helen has more than 25 years of experience in the financial services industry, primarily focused on marketing communications and relationship management. She works at Georgetown Financial Group, the regional OSJ for Ambassador...
