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Best Financial Advisors in Brooklyn

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Boerum Hill Financial Advisors logo

Boerum Hill Financial Advisors

236 Livingston Street, Brooklyn, NY 11201
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  • Certified Financial Planner (CFP)

Boerum Hill Financial Advisors serves clients in Brooklyn and the surrounding areas. The firm offers financial planning, investment strategies, and wealth management. It also provides portfolio management, implementation plans, regular meetings, and progress reports to keep clients on track. It maintains close relationships with CPAs and tax specialists and collaborates closely with portfolio design firms. Founder Jonathan Elks has over three decades of experience across diverse industries both domestically and globally. Elks has earned CIMA, RMA, and CFP designations.

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Brewster Financial Planning LLC logo

Brewster Financial Planning LLC

641 President Street, Brooklyn, NY 11215
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  • Certified Financial Planner (CFP)

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.

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Brooklyn Fi logo

Brooklyn Fi

33 Nassau Avenue, Brooklyn, NY 11222
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  • Estate Planning

Brooklyn Fi is an investment and financial planning firm providing services to clients in and around the metro. It offers investment management services to help clients build and rebalance their portfolios, prepare their tax returns, and add value to their investments. It also handles cash flow management, sale strategies, liquidity event, and AMT calculations. It was co-founded by Ally-Jane Ayers, a Certified Student Loan Professional with a background in communications, and Shane Mason, a private wealth advisor with experience in the accounting field.

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Brunch & Budget logo

Brunch & Budget

1623 Flatbush Avenue, Brooklyn, NY 11210
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Cobblestone Wealth Advisors logo

Cobblestone Wealth Advisors

8119 7th Avenue, Brooklyn, NY 11228
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  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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Conservative Advice Clifford Michaels, CFP logo

Conservative Advice Clifford Michaels, CFP

49 West 37th Street, New York, NY 10018
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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CSD Financial logo

CSD Financial

65 S 11th St Suite 15, Brooklyn, NY 11249
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  • Estate Planning
  • Retirement Planning

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.

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Cultivating Wealth logo

Cultivating Wealth

41 Schermerhorn Street, Brooklyn, NY 11201
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  • Private Wealth Advisor
  • Retirement Planning

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.

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Equinum logo

Equinum

3611 14th Ave Suite 221, Brooklyn, NY 11218
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  • Certified Financial Planner (CFP)

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.

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Francis Financial logo

Francis Financial

39 Broadway, New York, NY 10006
  • Private Wealth Advisor
  • Retirement Planning

Francis Financial is a financial advisory firm that serves clients throughout Brooklyn. The independent wealth management firm serves higher-net-worth families and individuals with around $1 million in investible assets. The firm offers a wide range of services, including divorce financial planning, estate planning, investing, tax planning, income planning, and retirement planning. President and CEO Stacy Francis has more than 18 years of financial industry experience. She is the director of the Association of Divorce Financial Planners’ Greater New York Metro Chapter.

Fujiyama Wealth Management logo

Fujiyama Wealth Management

300 Cadman Plaza West One Pierrepont Plaza, 12th Floor, Brooklyn, NY 11201
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Heron Wealth logo

Heron Wealth

12 East 49th Street, New York, NY 10017
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  • Certified Financial Planner (CFP)

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.

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Lieblich Financial Services logo

Lieblich Financial Services

565 Montgomery Street, Brooklyn, NY 11225
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  • Certified Financial Planner (CFP)

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.

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Likhtenstein Financial Planning logo

Likhtenstein Financial Planning

2412 Avenue V, Brooklyn, NY 11229
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  • Certified Financial Planner (CFP)

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.

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My Financial Planner logo

My Financial Planner

594 Dean Street, Brooklyn, NY 11238
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  • Retirement Planning

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.

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Northwestern Mutual logo

Northwestern Mutual

2908 Emmons Avenue, Brooklyn, NY 11235
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  • Certified Financial Planner (CFP)

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.

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Playfair Planning logo

Playfair Planning

1640 East 94th Street, Brooklyn, NY 11236
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  • Certified Financial Planner (CFP)

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.

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RSD Advisors logo

RSD Advisors

25 Plaza Street West 4H, Brooklyn, NY 11217
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  • Certified Financial Planner (CFP)

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.

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Stormont Financial Strategies logo

Stormont Financial Strategies

193 Kane Street, #1, Brooklyn, NY 11231
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  • Estate Planning
  • Retirement Planning

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.

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Strategies for Wealth logo

Strategies for Wealth

120 Broadway, New York, NY 10271
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Strategies for Wealth is a full-service firm that offers personalized services and wealth management plans in Brooklyn and the surrounding areas. The firm's financial planning approach strives to protect clients against considerable risks and liabilities. It focuses on clients' goals and needs and creates strategies that ensure long-term stability. This includes helping them generate income through their retirement plans. Strategies for Wealth started as an agency for Guardian Life Insurance in 1934 and has expanded over the years.

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Taher Financial logo

Taher Financial

147 Prince St, Brooklyn, NY 11201
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  • Private Wealth Advisor
  • Tax 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.

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Twelve Two Capital logo

Twelve Two Capital

1611 64th Street, Brooklyn, NY 11204
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  • Certified Financial Planner (CFP)

Twelve Two Capital is an investment adviser that serves a variety of clients in and around the Brooklyn metro, including single-parents, new families, and first-generation young professionals. The agency provides a wide selection of financial solutions, such as investment management, assistance to implement recommendations, and financial planning that incorporates the areas of tax, retirement, insurance, estate, and cash flow planning. It performs analysis for business ownership, annuity products, and equity compensation. Twelve Two Capital is a member of the National Association of Personal Financial Advisors.

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Unique Financial Advisors logo

Unique Financial Advisors

999 Palmer Avenue, Holmdel, NJ 07733
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  • Estate Planning
  • Certified Financial Planner (CFP)

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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