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AMS Financial Group, LLC, is an independent financial services firm offering integrated wealth management needs for clients who are preparing for retirement or already in retirement. We have developed expertise in the areas of retirement accumulation and generating income in retirement. Although we help clients pursue the growth of their nest eggs, generating a lifetime of sustainable income and getting the money out of the nest egg efficiently is just as important. We partner with our clients to ensure that they have a balance for todays' financial needs while also achieving their dreams for the future.

Throughout the years, AMS Financial Group, LLC, has become recognized by our clients and within our industry and as one of the leading financial services firms.




In 2012, 2013, and 2014 Gerard Suarez of AMS Financial Group was recognized as a FIVE STAR Wealth Manager.

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,649 Seattle wealth managers were considered for the award; 425 (17 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.




In 2010, 2011, 2012, and 2013 AMS Financial Group, LLC, was one of only two financial advisory firms in the North Puget Sound region who received the "NABCAP Premier Advisors of Washington" recognition as a member of an exclusive group who represents the best in quality wealth management 

*
National Association of Board Certified Advisory Practices

To be distinguished as a Premier Advisor, NABCAP uses 20 criteria, including years of experience, planning, investment and risk philosophies, fee structures, and customer service models. No fee is paid to be considered. The distinction is not indicative of any investing performance or future client experience.
 



AMS Financial Group, LLC  |  21907 64th Avenue West  |  Suite 130
   Mountlake Terrace, WA  98043  |  425.673.9101

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