Complete Financial Planning,inc.
Complete Financial Planning,inc. (CRD# 124888) is a financial advisory firm headquartered in , . They manage $27,175,880 in 82 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$331,413
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Keith Kolinsky (CRD# 727215) is an Investment Advisor Representative working at Complete Financial Planning,inc. in New City, NY and has over 34 years of experience in the finance industry. Keith Kolinsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.