Phone: 203 869 3199Fax: 203 869 4744Email: mkolbrenner@uswealthgreenwich.comMax Kolbrenner has over 30 years’ experience in the financial industry, providing services to business owners, professionals, retirees and other individuals as first a CPA and in the last 15 years, as a financial advisor, tailoring strategies to manage his clients’ financial future. He actively maintains licenses in insurance (life and health), and investment registrations through LPL Financial, having successfully completed the Series 7 and 66 examinations. Max offers financial planning services through US Financial Advisors, a registered investment advisor. Born in Brooklyn, New York, Max has lived and practiced in the tri-state area for his entire career. His accounting practice, Kolbrenner & Alexander, LLC, offers a full service year round practice concentrating on tax, estate planning and accounting. Having expanded his practice to financial planning, Max’s clients appreciate his plain speaking style and his natural understanding of what is important to them. His passion is helping his clients enjoy the life they desire, by listening and providing financial guidance, always considering the tax ramifications of a proposed strategy.Kolbrenner & Alexander, LLC is not affiliated with US Wealth Management, US Financial Advisors and LPL Financial.
