Woodcliff Lake, NJ – September 9, 2013 – Kolinsky Wealth Management, one of New Jersey’s leading financial and investment advisory firms, announces that Managing Member and Founder, Steven Kolinsky, CLU®, ChFC® has been recognized by the Million Dollar Round Table (MDRT) as a Top of the Table member. Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professionals that are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
MDRT is an international, independent association of more than 38,000 of the world’s leading life insurance and financial services professionals from more than 450 companies in 74 countries. Membership in MDRT is recognized internationally as the standard of excellence in the life insurance and financial services business. As a Top of The Table Member, Mr. Kolinsky joins an elite circle of only 1,848 members in the United States and only 43 members in New Jersey.
“This recognition is an honor, but also a testament to our firm’s longevity and commitment to serving as an engaged partner in our clients’ success,” said Mr. Kolinsky. “We believe in the power of partnership, and it is these partnerships that allow us to deliver the level of service that is synonymous with the high ethical and professional standards of MDRT membership.
For over 30 years and two generations, Kolinsky Wealth Management has served as a trusted partner to CPA firms, allowing them build upon and enhance their existing client relationships through a comprehensive range of wealth management solutions.
For additional information or to speak with Kolinsky Wealth Management, please contact Kris Kagel at 973-850-7312 or [email protected].
About Kolinsky Wealth Management
Kolinsky Wealth Management, one of New Jersey’s leading financial and investment advisory firms, has taken a holistic approach to financial planning for more than 30 years by providing a comprehensive range of resources and capabilities. As a trusted partner to the state’s leading CPA firms Kolinsky Wealth Management offers the Power of Partnership through a full suite of financial services that complement the independence and objectivity of our CPA partners.
A fully independent Registered Investment Advisor, Kolinsky Wealth Management’s range of financial services includes investment advice and management, wealth management, estate planning and wealth transfer, risk planning strategies, retirement plan design and consulting, business planning strategies.
For more information, visit: https://kolinskywealth.com.