Uri Kaufthal

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Uri Kaufthal is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Uri employs a thorough discovery process to understand each client's situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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