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Amy Kaufman is a Registered Investment Advisor with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. Amy Kaufman is licensed to provide investment advice in Colorado. Amy Kaufman has been in the financial services industry since 2009. Amy Kaufman has a Series 65 license and is a registered Investment Advisor. Amy Kaufman also works for Xtra Mile Interpreting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
12/06/2024 - Present
GHP Investment Advisors Inc. (DENVER CO)
IA
Issued 07/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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