Who are our Clients?

At AMBAR, we consider our clients to be members of our family. We strive to make the best investment plans possible for each client. Here are some common scenarios among our clients at AMBAR:

Retiring Property Owners
Many AMBAR clients have owned and managed their own property for years. As they got closer to retirement age, they wanted more from their real estate. They wanted more income and less involvement. AMBAR helped them realize these goals with very little effort on the client’s part.

High Tech Professionals with incentive stock options
Many Silicon Valley professionals have the opportunity to cash in their hard-earned stock options upon clearing the vesting hurdles, but do not because of the higher income tax implications. The Capital Gains tax event can be daunting. AMBAR helps our clients diversify their one-stock portfolio by investing in Oil & Gas Drilling Programs. This last surviving tax shelter is more than just a shelter because of the constantly rising prices of oil and natural gas. AMBAR can help clients spread out their tax burden, thereby avoiding AMT, while reaping the benefits from the investing in the price-rising energy industry

IRA & other Retirement account owners who are skiddish about the stock market
Institutional Real Estate, as an ‘alternative’ investment option, has many positive characteristics for owners of IRAs, 401(k) roll-over, pension plan holders, 403(b) owners:

• Backed by hard assets
• Non-correlated with stock market volatility
• Income generating
• Hedge against Inflation
• Long Term focused

For the above reasons, AMBAR’s clients have had great experiences with the REITs, LLCs, and Limited Partnership programs focusing on Real Estate that they have place in their self-directed IRAs.

Industry Professionals who want better choices for their clients
At AMBAR we are closely associated with Real Estate Professionals, Attorneys, CPAs, Mortgage Professionals, Title Officers, and Estate Planners. Often these professionals turn to AMBAR as an educational resource for the latest developments in the §1031 Exchange and Tenant-In-Common Industry. Additionally, because of our emphasis on honesty and integrity, these professionals have referred their clients to us knowing that AMBAR will service them well.

AMBAR Financial Group does not offer legal or tax advice. AMBAR encourages clients and visitors to seek independent legal and tax advice from competent professionals to discuss their personal financial situations. Registered Representatives may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in: AL, AZ, CA, FL, MN, MO, PA, TX. If your resident state is not listed, please contact us at 408-379-6510. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

Property photos shown here are being provided for educational purposes only, to illustrate the different property types available in the real estate market. These photos are not intended to represent any particular type of TIC offering nor are they intended to represent any current or future TIC offerings.