Tessa Cox

Client Service Associate at Ambassador Advisors - Lancaster, PA, US

Tessa Cox's Colleagues at Ambassador Advisors
Judy Haldeman

Client Service Associate

Contact Judy Haldeman

MB Nolt

Assistant Director of Operations

Contact MB Nolt

Earl Rishell

Director of Organization Development

Contact Earl Rishell

Katie Tyson

Client Service & Operations Associate

Contact Katie Tyson

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Tessa Cox's Contact Details
HQ
717-560-8300
Location
York, Pennsylvania, United States
Company
Ambassador Advisors
Tessa Cox's Company Details
Ambassador Advisors logo, Ambassador Advisors contact details

Ambassador Advisors

Lancaster, PA, US • 20 - 49 Employees
Financial Services

At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization.Regardless of where you're at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We'll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth.Non-profit organizations can move confidently into the future by properly utilizing tools such as planned giving strategies and endowments. In order to capitalize on the wealth of available gifts, our team of asset managers and non-profit consultants will help your organization to establish and execute wise pathways for charitable giving.We partner with businesses and non-profits to help them navigate the complicated world of pensions, retirement plans, and other employee/staff benefits. We have a dedicated team of pension consultants to help you design and administer effective benefit packages. Succession and transition planning provides guidance with things such as acquisitions, mergers, and passing on the business to someone else.Visit our website or give us a call today at 717-560-8300 to see how we can help you Dream More, Plan More, and Do More®.

Financial Advisor Retirement Planner Certified Financial Planner Estate Planner Asset Management Financial Planner/Consultant Financial Services Investment Advisor/Planner Wealth Management Charitable Giving Non-Profit Consulting/Philanthropy Endowment Management 401k Management College 529 Savings Plans Long Term Care Planning Insurance Planning Legacy Planning Affiliate Advisor Opportunities Nonprofit Planned Giving Education Financial Advisory Services
Details about Ambassador Advisors
Frequently Asked Questions about Tessa Cox
Tessa Cox currently works for Ambassador Advisors.
Tessa Cox's role at Ambassador Advisors is Client Service Associate.
Tessa Cox's email address is ***@ambassadoradvisors.com. To view Tessa Cox's full email address, please signup to ConnectPlex.
Tessa Cox works in the Financial Services industry.
Tessa Cox's colleagues at Ambassador Advisors are David Over, Judy Haldeman, MB Nolt, Earl Rishell, Nathanael Hulshizer, Katie Tyson, Dan Bailey and others.
Tessa Cox's phone number is 717-560-8300
See more information about Tessa Cox