Complete Financial Planninginc
Legal Name: COMPLETE FINANCIAL PLANNING,INC.
Other Info
Complete Financial Planning, Inc. is a New York corporation that employs one advisor. While the number of clients they serve is unknown, they have been approved by the U.S. Securities and Exchange Commission, with a registration date of January 23, 2017.
Keith Kolinsky, CFP® - Retirement Planning and Portfolio Management.
We are a full service investment advisory firm providing portfolio management and comprehensive financial planning services located in Rockland County, New York.
Direct Owners
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CARYN L. KOLINSKY
SECRETARY owns more than 10% but less than 25%
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KEITH J. KOLINSKY
CCO AND PRESIDENT owns 75% or more