About
At Kolinsky Wealth Management, we offer comprehensive financial planning services to high-net-worth clients and closely held business owners.
Investment Advisory Services: * Asset allocation modeling * Individual portfolio strategies * Premier investment managers * Ongoing reporting & monitoring * Financial planning Estate Planning & Wealth Transfer: * Estate tax reduction strategies * Tax-advantaged wealth transfer * Income protection planning * High-Net-Worth Tax Planning * Estate liquidity needs Insurance Planning: * Life insurance strategies *Disability Income Insurance *Long Term Care Insurance Busines...
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Services
financial services
estate planning & management
Life Insurance, Disability Ins. & LTCI
Portfolio Analysis and Design
retirement planning services
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 6:00 PM
- Tue 8:00 AM - 6:00 PM
- Wed 8:00 AM - 6:00 PM
- Thu 8:00 AM - 6:00 PM
- Fri 8:00 AM - 6:00 PM
- Sat CLOSED
-
Fri 8:00 AM - 6:00 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date1982-01-01
- Annual Revenue Estimate$1 to 2.5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- Financial Advisor Jason Kolinsky
- Phone 201-474-4014
- Email [email protected]
- Fax 201-505-4879