Why Choose AMBAR?

If you could choose only one area when making an investment decision—the choice of a company to work with is, in my opinion, the most important. If you are a golfer, the course can make a great difference in your score; if you are a race car driver, the track is of utmost importance; if you’re going to choose a school for higher education, that choice can determine your whole future.  On the surface the choice of a financial firm to work with is not as obvious to the unsuspecting investor.

Every Registered Representative (RR) has to be associated with a Broker/Dealer (BD). There is no such thing as being independent.  The BD is the “golf course, the race track and the school of higher learning.” The types of investments used by the RR are chosen by the BD. In my early days in this business I worked for a relatively small BD firm of 17 Financial Planners. The BD was owned by a former stock broker. He lived and breathed the daily action of the market. Needless to say, the focus of the firms business was stock market oriented. Ironically, he had a real estate developer in the office who we worked with to build apartment buildings. His offerings were never a priority. Because of a bad stock market in the late ‘70s, the Owner/Stock Broker left San Jose and moved to Reno. I think you can guess the outcome of the Real Estate Developer!

Broker/Dealer firms still decide the investment types and focus of RRs associated with them. The size of the BD also dictates types of investments. Large firms, such as Merrill Lynch, Bear Stearns (oops!) are “forced” into investments that can handle enormous sums of money, such as stocks, bonds, mutual funds etc. They must have consistency across the country for large sums of money and be able to market the same investment to thousands of RRs.

By choosing AMBAR Financial Group as your investment firm, you will have our 32+ years of real estate experience in tandem with a BD whose primary focus is real estate.AMBAR has overseen the development of apartment buildings, bought and managed single family homes, partnered in the construction of 400 homes in Grass Valley, CA and raised millions of dollars for institutional real estate investments. We are one of the leading §1031 tax deferred exchange firms based in Santa Clara County. We have the experience to guide you into the right areas and the correct type of real estate.

Thank you in advance for choosing AMBAR Financial Group! Our goal is to make our relationship a pleasurable and profitable experience.

Barry W. LeMay, CEO, Founder

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.