Kinkelaar & Associates

Tom Cavan 

on Google

8 months ago

Set up transfers of 401k and Roths and set me up a nice balanced portfolio. Then she ghosted me. Did not return emails or phone calls. No notification of retirement or transfer to another advisor. Weird. 

S F 

on Google

a year ago

Mary is the best! She will teach you as much as you want to know about the laws, rules, etc behind the financial advice she provides. We’ve referred at least six (6) other clients to her since starting our financial journey 10-12 years ago. Now we’re financially independent - retired early. And we could not have done that without Mary’s expert, patient, thoughtful advice. Highly recommend. 

Daniel Borowicz 

on Google

2 years ago

Was a customer. I called several times for a rebalance. No one bothered to call me back. 

Nancy Walfish 

on Google

8 years ago

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 ... read more