About Us
Richard D'Ambola & AssociatesAbout
president
Richard D’Ambola, CSA®, CLTC®
Richard D’Ambola is the founder of Richard D’Ambola & Associates LLC. He created the firm in order to provide optimal, unbiased service and financial advice to his clients. As a fee-based independent advisor, Richard is able to provide his clients with access to proven and time-tested financial products and strategies. His recommendations are free from the limitations of corporate quotas and proprietary products.
Richard started his career in 1988 with a leading financial services company based out of Boston. His commitment to excellence led him to attain his CSA® designation as a Certified Senior Advisor and CLTC® from the Corporation for Long-Term Care Certification. He has also received certification from the New College of General and Continuing Studies for Financial Planning at Fairleigh Dickinson University.
Richard is a Registered Representative for CFD Investments and an Investment Advisor Representative with Creative Financial Designs. As such, he holds the FINRA Series 6, 63 and 65 securities licenses. Richard is also a licensed insurance producer in multiple states.
All insurance products are subject to the claims paying ability of the insurance company.
Your Team
The team behind Richard D’Ambola & Associates LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
DEBORAH D’AMBOLA
Office Manager
DANIEL BALLISTER
cfp
KAMILA BALLISTER
assistant
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Let’s Build a Brighter Future Together
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Richard D’Ambola & Associates LLC is neither controlled nor owned by the CFD Companies. Promotional Consideration provided by Tucker Advisors. Neither Tucker Advisors or Richard D’Ambola & Associates, LLC are affiliated with the CFD Companies or each other. Richard D’Ambola does not provide Tax or Legal advice.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.