Reviews for Kolinsky Wealth Management

Aug 2023

I switched from Morgan Stanley to Kolinsky Wealth Management approximately 3 years ago and never looked back. Pros are always accessible. Very knowledgeable about tax implications of investing, wills, trusts, and financing. Willing to meet with my other team members (accountant, lawyer, etc). Have investments that are doing very well in the current bear market. They watch my money like they would watch their own. No cons. Highly recommend.

From Kolinsky Wealth Management

KWM focuses on long term relationships, not products. Once we have a full understanding of your finances, we construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients – working closely with attorneys, accountants, etc. to create personalized wealth management strategies. Advisory services offered through appropriately registered representatives of Kolinsky Wealth Management, LLC an independent registered investment adviser. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC which is otherwise unaffiliated with Kolinsky Wealth Management, LLC and Kolinsky Financial Group, Inc.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5