Best Financial Advisors in Brooklyn

Cultivating Wealth is a team of financial advisors in New York City that offers financial planning, investment management, and financial analyses services to clients in the Brooklyn metro. The firm comprises certified financial planners (CFP) and is a member of The National Association of Personal Financial Advisors (NAFPA). Its services include financial projections, personal financial planning, fund management, wealth evaluations, and tax planning. The firm was formed in 2016 by Sara Stanich, a certified financial planner.

Brunch and Budget provides financial planning services in Brooklyn and the surrounding communities. The company was founded in 2012 after its owner, Pamela Capalad, set up a meeting with her friends to help them with their finances over brunch. Capalad and her staff are fiduciaries who coach clients in organizing their wealth and creating financial goals. Moreover, they also help people of color build generational wealth through customized financial roadmaps. Brunch and Budget offers 3-month and 12-month programs for its clients.

Heron Wealth is an independent wealth advisory firm that has been serving clients in Brooklyn since 1996. Its services include financial, estate, and tax planning. It also provides investment strategy and cash flow management, including strategies for debt reduction, income, and savings. Clients can also sign up to the firm's financial planning app, WealthTrack, to have real-time access to their financial data. The firm was included in the top 50 fastest-growing independent financial advisory firms by the Financial Advisor magazine in 2017.

RSD Advisors provides wealth and financial management solutions in Brooklyn and nearby communities. Its staff strives to maintain a proactive and communicative relationship with clients when handling retirement and investment plans, portfolios, and tax considerations. It takes various factors into consideration—such as customers' insured interests, allocated assets, and risk tolerance—when devising strategies and insurance plans. RSD Advisors' services are backed by support from vendors and tools such as the Shareholders Service Group, Pershing, MoneyGuidePro, and Morningstar.

Conservative Advice Clifford Michaels, CFP is a financial planning practice that serves clients in Brooklyn and the surrounding areas. This independent firm provides various services, including wealth investment management, retirement planning, finance management, and insurance planning. Clifford Michaels, principal of the firm, has been in the investment management service industry for 25 years. Michaels' work has appeared in various publications, including The Wall Street Journal, Newsday, and Barron's. He has also appeared on CNN, CNBC, and TV55.

My Financial Planner, LLC, is a firm that offers comprehensive fiduciary financial advice for individuals in Brooklyn and its neighboring areas. Its founder, Stephanie Genkin, provides hourly and full financial planning and investment advisory. She also offers one-time, two-hour financial sessions for millennials who need help in building a realistic budget for student loans and credit card repayments. Genkin is also a divorce financial analyst and specialist. She also teaches investing fundamentals at NYU's School of Professional Studies.

Cobblestone Wealth Advisors is a firm that offers financial planning, as well as investment and wealth management. Serving the Brooklyn metro and surrounding areas, the company handles current cash flow assessment, net worth statement creation, portfolio rebalancing, and cost basis reporting. It also performs retirement need analysis, education funding strategy, tax planning, trust integration, and business planning services. Cobblestone Wealth Advisors' financial consultant, Ron Palastro, has been a financial consultant since 1992. He holds various designations in the finance industry including CFP, CLU, and AIF.

Lieblich Financial Services offers wealth management assistance for residents in Brooklyn and the surrounding locations. Its team develops investment strategies that include diverse assets such as mutual funds and non-US stocks. The financial planners also help clients prepare for retirement, donate to charities, fund their children's education, and support their grandchildren. Lieblich Financial Services is headed by Asher Lieblich, a CFP and CPA, who has been working in the industry since 1976. He has experience in tax preparation and planning.

Taher Financial helps professionals and executives in Brooklyn achieve their economic objectives. It offers a wide range of financial advisory services that include tax return filing, investment management, business accounting, estate planning, cash flow management, and insurance review. Taher Financial uses modern technology to streamline processes for better engagement with clients. Founder Rahimul Taher is a Certified Financial Planner with a comprehensive understanding of tax, accounting, and finance. He is also an enrolled agent who represents taxpayers before the IRS.

Fujiyama Wealth Management is a team of financial planners serving Brooklyn. They develop investment and retirement planning strategies for clients, which involve taking into account health insurance, living expenses, and Social Security income. They also provide assistance in managing death benefits. The team offers financial planning services for individuals undergoing a divorce. Fujiyama Wealth Management, which was featured on USA Today, CNBC, and The Wall Street Journal, is headed by Junko Horvath. She is a Certified Financial Transitionist with over two decades of experience.

Northwestern Mutual is a financial planning firm that serves individuals, families, and businesses throughout Brooklyn and its neighboring areas. It offers wealth management strategies, investment advice, retirement planning, and estate planning. It also provides life insurance planning for clients' security. Partner Eugene Shkolnikov actively participates and helps in the community, which earned him the Northwestern Mutual Community Service Award. He is also the founder of the RAOA Russian American Officers Association.

Stormont Financial Strategies serves Brooklyn and the neighboring regions. Its team of financial advisors helps individuals and families make informed choices regarding their wealth and assets. It offers personalized financial planning, which entails identifying the client's goals, exploring options, establishing strategies, and constructing and executing plans to conserve and grow their funds and net worth. It also handles investment management such as fund advisory and rep-directed programs, as well as separately managed accounts. Its CEO and president, Gina Stormont, holds the ChFC and CLTC designations.

Likhtenstein Financial Planning serves the residents of Brooklyn and its neighboring areas. It provides investment products and services to assist clients with their financial goals. The company offers life insurance, annuities, and long-term care insurance. Its owner, Marat Likhtenstein, is a Certified Financial Planner and Chartered Life Underwriter. He is also a member of various organizations, including the National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, and Financial Planning Association.

Playfair Planning provides financial advice to clients in Brooklyn and its nearby metros. The team ties investment advice together with tax strategies and smart retirement to help clients keep most of what they've earned. It also uses its expertise in insurance, college funding, and estate planning to give clients a financial road map that fits their individual goals. Its team of professionals includes certified financial planners, chartered financial analysts, certified public accountants, and enrolled IRS agents.

Unique Financial Advisors has been serving in and around Brooklyn since 2014. It provides customized investment management, tax services, and financial planning. It also assists clients to analyze and develop a comprehensive financial plan with continuous support and quarterly reviews. In addition, it offers one-time assessment or a la carte services, such as education funding analysis, tax implications of stock options, and assistance with assets purchase. The firm's owner, Vid Ponnapalli, is a member of The National Association of Personal Financial Advisors.

CSD Financial is an independent investment advisory and wealth management firm that serves clients in Brooklyn and its neighboring areas. It has more than a decade of experience in the financial services industry, offering comprehensive and detailed financial roadmaps that are customized according to each client's unique situations and needs. Its financial advisors assist in planning and preparing for short-term or long-term financial goals, such as retirement planning, investment management, tax strategy, and risk management. Founder Chesky Deutsch holds the designation of Chartered Financial Consultant.

Equinum is a Brooklyn-based wealth management company that serves individuals, corporations, non-profits, and family offices. By creating a roadmap of comprehensive financial and investment plans, its team of advisors is able to document and visualize clients' assets, income, and liabilities. They assess risks and analyze portfolios to establish viable solutions and develop customized investment policy statements. They also conduct periodic reviews to evaluate progress and recommend changes, when needed. Founder Aron Pinson holds a CFA designation.

Headquartered in Brooklyn, Brewster Financial Planning LLC offers guidance to individuals seeking to create retirement and financial plans. With over 30 years of collective industry experience, the firm's financial advisors assist clients in minimizing financial risks, reducing tax liabilities, and preserving personal wealth. They also develop strategies for college funding, investments, and asset protection. Before establishing his own firm, Scott Brewster, the company president, worked as a senior financial planner under Glowacki Framson Financial Advisors.