5 /5 Linda Love: Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.
5 /5 John Komancheck: Weve had Dan Bailey as our financial advisor for years. He has always been very helpful and great to work with (even for us low-level investors)!
I have no problem recommending Ambassador Advisors for any of your investment needs and especially recommend Dan!
5 /5 Robert McEvoy: I recently moved an existing investment account to Ambassador Advisors. I have been working with Mr. Dan Bailey . Dan is professional ,knowledgeable and friendly. Actually, those adjectives. describe every Ambassador team member that I have met. I have appreciated Dan’s advice, and guidance. I am grateful to the friend who recommended Dan Bailey and Ambassador Advisors to me.
5 /5 John Evans: Met Dan Bailey, from this company, about transferring several retirement accounts from different companies to Ambassador Advises. Had many questions concerns for Mr Bailey. He took his time to explain my concerns an questions. He was very thorough and took the time to explain things. Made my decision to do this much easier then I thought. I feel that I can call him anytime, with multiple questions and he will take the time to address my concerns
5 /5 Ellen Campbell: My husband and I have been working with Ambassador Advisors since 2011. We appreciate how Dan Bailey returns our calls promptly whenever we have a question. We have our annual review with him and always find him to be informative and helpful. The company makes sure that they check with us about the way we want our finances handled. We like the diversification strategy that they use. We have also worked with Adrian Young and have also found him to be helpful and informative.
Lori Spisak Working with Michael has been a wonderful experience. He is extremely professional, kind, informative and accommodating. He keeps in touch and communicates well. He has a refreshing perspective and we look forward to a lasting relationship. We would highly recommend Michael and Coleman Financial services.
David Caro I have been practicing law for 27 years but hadnt had the privilege of working with Ronald before a recent transaction. I honestly have not seen any business broker work so hard to shepherd a transaction through as Ronald. Ronald devoted his full time and attention to the transaction and no details were left unattended. Ronalds experience was evident as he understood all of the legal issues that were presented and in turn conducted negotiations on point, in the best interests the client; yet his decorum and conduct were that of true business professional. If anyone out there is looking for an excellent business broker, I would strongly give Ronald your consideration.
Mike Anzalone Cant say enough good about Steve and Mike at North River Wealth Advisors. The personal touch delivered by both make you feel like you are a part of a family, not some large firm looking to get as much out of you as possible. North River Wealth Advisors treat each client with great care and are truly looking out for the best interest of the family. I have referred many friends and family to work with them and will continue to do so.