The Managing Member and founder of Kolinsky Wealth Management, LLC, Steven Kolinsky provides exceptional customer service. His firm strives to exceed its clients’ expectations through the creation of multipronged and creative financial plans. With an understanding that each client has different financial goals, Steven Kolinsky and his colleagues customize each plan to suit client needs. The firm offers investment advisory services, wealth transfer planning, comprehensive financial planning, wealth management, and retirement planning. Steven Kolinsky only employs principals with thorough knowledge of tax law and other accounting issues. The experienced professionals on his staff can provide guidance with asset protection, risk minimization, cash flow management, and life insurance plans.
Steven Kolinsky encourages collaborative relationships with clients. Clients that partner with Kolinsky Wealth Management benefit from the support of a trusted advisor able to offer a full range of financial solutions. As the firm remains independent of any other financial institution, it does not push its clients in the direction of certain banks. The firm does not offer proprietary products that clients must purchase, and its staff is not under pressure to achieve quotas. Because of this, Steven Kolinsky and his partners are able to serve their clients’ best interests. In addition, the firm promises that clients’ files are kept confidential and that its staff will provide objective advice. Individuals interested in partnering with the management company should call 201- 474-4011 for more information.
Steven Kolinsky began his post-secondary education at Binghamton University in upstate New York. He transferred to Pace University and earned a degree in business administration in 1983. Immediately after graduating, Kolinsky began working as a stockbroker and insurance agent. In addition, Steven Kolinsky has been designated a Chartered Life Underwriter and Chartered Financial Consultant from The American College. He belongs to the American Association of Life Underwriters, the National Association of Insurance and Financial Advisors, and FINRA.