Unclaimed
Amy Flach is a registered investment advisor representative with OneDigital Investment Advisors. Amy is a licensed advisor who is able to provide financial planning, portfolio management for businesses and individuals, and selection of other advisors. Amy is also registered to conduct business in Kentucky.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
KS
09/17/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
Active
Inactive
Not sure Amy Flach is the right advisor for you? Invested Better is here to help.