Laurels

Best Financial Advisors in Brooklyn
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Brooklyn Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 608 370 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Boerum Hill Financial Advisors

  • 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.

236 Livingston Street
Brooklyn, NY 11201

Website

Brooklyn Fi

  • 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.

33 Nassau Avenue
Brooklyn, NY 11222

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Cobblestone Wealth Advisors

  • 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.

8119 7th Avenue
Brooklyn, NY 11228

Website

My Financial Planner

  • 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.

594 Dean Street
Brooklyn, NY 11238

Website

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