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BALANCE SHEET OPTIMIZATION

Ambassador Financial Group, LLC develops strategies to help our clients optimize the balance sheet. Our recommendations are based on the needs of each individual client, considering such factors as liquidity, credit risk, interest rate risk, and balance sheet composition. We use proprietary analytical tools to better understand the needs of clients and we employ decades of experience to manage the risk.
 

Each strategy is then analyzed on a pro forma basis to determine how it will perform under different scenarios in terms of yield, market value, and cash flow. By taking these steps, and holding the needs of clients first, our strategies run congruent with client goals.

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Integrity at the Core of Our Values

Our corporate culture is based on trust, integrity, and doing what is in the best interest of our clients. To perpetuate that culture, we hire and train talented people who share our principles and are committed to following the Chartered Financial Analyst Code of Ethics.

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Ambassador Financial Group LLC is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC.  In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Investment Group's Investor Information Page.

© 2025 by Ambassador Financial Group LLC. All Rights Reserved.

Our Location: 4029 W. Tilghman Street, Suite 203 Allentown, PA 18104

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