Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Kowalski is a Registered Representative associated with Integrated Wealth Concepts LLC in Stratham, NH. Katrina is also a Partner at ONPOINT TAX & CONSULTING, PLLC, a CPA firm. Katrina's areas of specialization include Retirement Planning, Mutual Funds, Variable Annuities, and Fixed Annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
09/04/2024 - Present
Integrated Wealth Concepts LLC (STRATHAM NH)
Active
Inactive
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