When you have a professional working in your best interest to help you understand your financial choices, you can stop wondering and worrying and start having confidence that you're on the right path. We provide financial life planning and investment advice to individuals, couples, families and small businesses.
From detailed financial guidance to periodic coaching, our services are customized to fit your needs. Kinkelaar & Associates was founded by Mary Kinkelaar, a Certified Financial Planner practitioner, based on her frustration in seeing inherent conflicts of interest with the way most financial advice is provided -- with an emphasis on investment and insurance product sales rather than customized and holistic financial life planning.
From detailed financial guidance to periodic coaching, our services are customized to fit your needs. Kinkelaar & Associates was founded by Mary Kinkelaar, a Certified Financial Planner practitioner, based on her frustration in seeing inherent conflicts of interest with the way most financial advice is provided -- with an emphasis on investment and insurance product sales rather than customized and holistic financial life planning.
Reviews (1)
Nancy Walfish
Jul 10, 2016
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I was alone after a long marriage, and knew nothing about finance. Mary helped me with EVERYTHING on a fee-only basis. She is honest and brilliant and I recommend her without hesitation.
I wanted to add that several years later, Mary has remained a constant source of financial information and help to me. She takes care of ALL my money questions, tax returns, investing, long term care options, insuring my retirement is a happy stress-free one, and that my end-of-life options are correct. She is completely trustworthy, and is not trying to "gouge" you in any way!
I wanted to add that several years later, Mary has remained a constant source of financial information and help to me. She takes care of ALL my money questions, tax returns, investing, long term care options, insuring my retirement is a happy stress-free one, and that my end-of-life options are correct. She is completely trustworthy, and is not trying to "gouge" you in any way!
