Ted’s more than 26 years of experience includes financial services, retirement planning and investment management. Specializing in Tax Advantaged Investing and Municipal Bonds, he works closely with high-tax bracket clients and customizes portfolios to meet clients’ estate and retirement planning needs. By using capital preservation strategies, he strives to produce substantial, consistent, and tax-efficient returns.*
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Edward George Kaufman is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, District of Columbia, Florida, Kentucky, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Utah and Virginia. Edward George Kaufman is licensed to offer insurance and annuity products to residents in Florida, North Carolina and Virginia.