150 K
Happy Custoemers.
256 +
Project Completed.
10 +
Years Experience.
OUR VISION
Mastery in Financial Management.
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90%
Conversion rate.
OUR MISSION
Assisting you in reaching your financial objectives.
Exceptional communication skills
Superior managerial acumen
Deliver customized financial counseling
Supply educational resources on finance
FEATURES
Let's establish your pricing strategy.
Individual Mentoring.
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Maximizing Earnings.
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Optimizing Income.
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Safeguarding Wealth.
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Portfolio Equilibration.
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Evaluation of Insurance.
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DISPLAY HIGHLIGHTS
Case Studies: Demonstrating Proficiency in Financial Planning.
Finance
Monetary Knowledge.
Investment
Insight on Investments.
Portfolio
Tracking of Portfolio.
Planning
Strategic Forecasting.
SERVICES
Our Offerings for Your Financial Future.
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Individual Mentoring.
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Optimizing Income.
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Maximizing Earnings.
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Safeguarding Wealth.
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PRICING
Let's establish your pricing strategy.
$11
Starting Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
$13
Normal Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
$18
Single Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
$26
Pro Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
TESTIMONIALS
Client Testimonials.
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– PAUL Gibbons –
Sr. Accountant
OUR PROCESS
How Do We Operate?
Evaluation.
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Strategy Development.
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Execution & Analysis.
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Schedule Meeting
Terms and Conditions
Effective Date: 1-1-2024
Welcome to our website ("Website"). By accessing or using this Website, you agree to comply with these Terms and Conditions ("Terms") and any applicable laws and regulations. If you do not agree to these Terms, you are prohibited from using or accessing the Website.
1. Scope of Terms
These Terms apply to all users of the Website, including but not limited to users who are browsers, vendors, customers, merchants, or contributors of content. Additional policies, including the
Privacy Policy and Cookie Policy , form an integral part of these Terms.
2. Use License
a. Permission is granted to temporarily download one copy of the materials on the Website for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license, you may not:
i. Modify or copy the materials;
ii. Use the materials for commercial purposes or public display (commercial or non-commercial);
iii. Attempt to decompile, reverse engineer, or otherwise extract source code from any software contained on the Website;
iv. Remove copyright or proprietary notations from the materials;
v. Transfer the materials to another person or "mirror" the materials on any other server.
b. This license will terminate automatically if you violate any of these restrictions. Upon termination, you must destroy any downloaded materials in your possession.
3. GDPR and A2P Compliance
a.GDPR Applicability: GDPR applies only to users located within the European Economic Area (EEA). If you are an EEA resident, additional rights under GDPR, such as the right to access, rectify, or delete your personal data, are granted. Please refer to our Privacy Policyfor further details.
b.A2P Compliance: If you engage with us through Application-to-Person (A2P) messaging, you consent to receive such communications. All A2P messaging will comply with applicable regulations, including the Telephone Consumer Protection Act (TCPA) in the United States and similar legislation worldwide.
4. Disclaimer
a. Materials on the Website are provided on an "as is" basis. We disclaim all warranties, expressed or implied, including but not limited to implied warranties of merchantability and fitness for a particular purpose.
b. We do not warrant the accuracy, completeness, or reliability of the materials on the Website. Any reliance on such materials is at your own risk.
5. Limitations of Liability
We are not liable for any damages (including, without limitation, loss of data, profits, or business interruptions) arising out of your use or inability to use the Website, even if we have been notified of the possibility of such damages. Jurisdictions that do not allow such limitations are exempt where applicable.
6. User Content
Users are responsible for the content they upload, post, or share on the Website. By sharing content, you grant us a non-exclusive, royalty-free, perpetual, and irrevocable license to use, modify, and display such content.
7. Refund Policy
Refunds are only available for incomplete orders. Once an order is processed, unblocked, or completed, it becomes non-refundable. Refund requests must be made through our designated channels.
8. Third-Party Links
The Website may contain links to third-party websites. We are not responsible for the content, security, or privacy practices of these third parties. Accessing such links is at your own risk.
9. Privacy Policy
For information on how we collect, use, and protect your data, please refer to ourPrivacy Policy.
10. Cookie Policy
Our Cookie Policy explains the use of cookies on our Website. By using the Website, you consent to the use of cookies as outlined.
11. Modifications
We may revise these Terms at any time without prior notice. Continued use of the Website after revisions constitutes your acceptance of the updated Terms.
12. Governing Law
These Terms are governed by the laws of the State of Texas, USA. Any disputes arising out of these Terms shall be resolved exclusively in the courts located in Texas.
13. Contact Information
For questions or concerns regarding these Terms, please contact us at: [email protected]
Privacy and Cookie Policy Details Refer to the Privacy Policy for GDPR-specific rights and obligations, including data access and portability rights. For A2P communications, users may opt-out anytime by replying "STOP" to any message or contacting customer service.
Cookie Policy
Effective Date: 12-1-2024
This Cookie Policy explains how Ambitioncfo, LLC ("Company", "we", "us", or "our") uses cookies and similar technologies to recognize you when you visit our website at www.Ambitioncfo.com ("Website"). It explains what these technologies are, why we use them, and your rights to control their use.
By using our Website, you consent to our use of cookies in accordance with this policy.
1. What Are Cookies?
Cookies are small text files stored on your device (computer, tablet, or mobile) by your web browser when you visit a website. Cookies allow the Website to recognize your device and store information about your preferences or past actions.
Cookies can be categorized as:
Session Cookies: Temporary cookies that expire when you close your browser.Persistent Cookies: Cookies that remain on your device for a set period or until manually deleted.
Cookies can also be classified as:
First-Party Cookies: Set by the Website you are visiting.Third-Party Cookies: Set by other websites or services integrated into the Website.
2. Types of Cookies We Use
We use the following categories of cookies:
a. Necessary Cookies
These cookies are essential for the operation of the Website. They allow you to navigate and use its features, such as accessing secure areas. Without these cookies, services like account login and shopping cart functionality cannot be provided.
b. Functional Cookies
Functional cookies allow the Website to remember your choices (e.g., language preference) and provide enhanced, more personalized features.
c. Performance and Analytics Cookies
These cookies collect information about how visitors use the Website, such as which pages are visited most often and if they encounter errors. The data is aggregated and anonymized, and it helps us improve the Website's functionality.
d. Advertising and Targeting Cookies
Advertising cookies track your online activity to deliver more relevant advertisements. They may also limit how often you see an ad and measure the effectiveness of advertising campaigns.
e. Social Media Cookies
Social media cookies enable you to share content on social media platforms and track your engagement with our content. These cookies may collect information about your online activity.
3. Why We Use Cookies
We use cookies for various purposes, including:
To ensure the Website functions correctly and securely. To remember your preferences and improve your user experience. To analyze traffic and trends to enhance Website performance. To deliver relevant advertisements and measure their effectiveness. To enable social sharing features and enhance interaction with our content.
4. Third-Party Cookies
Some cookies are placed by third parties to provide additional functionality or analytics. For example:
Analytics Providers: Google Analytics or similar services to track and report website traffic.Advertising Partners: Platforms like Google Ads, Facebook Ads, or others for targeted marketing campaigns.Social Media Platforms: Facebook, Twitter, LinkedIn, etc., to enable social sharing and integration.
These third parties may collect and use your information under their own privacy and cookie policies.
5. Managing Cookies
You can manage your cookie preferences or disable cookies entirely through your browser settings. Here’s how:
Google Chrome:ManageCookies
Mozilla Firefox:ManageCookies
Microsoft Edge:ManageCookies
Safari:ManageCookies
If you block or disable cookies, some features of the Website may not function as intended.
6. Your Rights
If you are located in the European Economic Area (EEA), you have the following rights under GDPR:
The right to access, rectify, or delete your personal data collected via cookies.The right to restrict or object to the processing of your data.The right to data portability.
To exercise these rights, please contact us at [email protected].
7. Changes to This Policy
We reserve the right to update this Cookie Policy to reflect changes in legal requirements or our practices. The "Effective Date" at the top of this policy indicates the latest revision date. Continued use of the Website constitutes your agreement to any updates.
8. Contact Us
If you have questions or concerns about this Cookie Policy or our use of cookies, please contact us:
Email: [email protected] Mailing Address: 601 N N Ew York STE 102 Winter Park FL 32789
By using the Website, you acknowledge that you have read and understood this Cookie Policy.
OUR TEAM
Get Acquainted with Our Team.
Liya Kohler
Financial Planner
Tommy Vercetti
Wealth Manager
Shon Richard
Investment Advisor
Jasmin Thompson
Financial Consultant
Lets Talk ..
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Elevating Financial Strategy, Overcoming Challenges, Maximizing Profits & Accelerating Growth with our fractional team of CFO's and Certified Exit Planners
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