AMY OZAMIZ, EPC, CDFA
We have always believed that building long-term relationships with clients is the best way to help individuals and their families explore the financial planning options at each stage of their lives.
Here at Investors Group, we are devoted to helping you realize both your short and long-term financial goals through comprehensive planning.
We believe that building long-term relationships with clients is the best way to help you and your family explore the financial planning options that are best for you at each stage of your life.
My role is to help Consultants give clients the best of themselves and to support them in their professional goals by overseeing training, offering mentoring and encouragement, and supporting their efforts in our community.
Whether you are interested in exploring an entrepreneurial opportunity with us, looking for referral to a Consultant, or wanting to talk about your financial situation, feel free to contact me.
Years with Investors Group 12