Expertise.com

Best Financial Advisors in Brooklyn

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Brooklyn, NY
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Brooklyn, NY

Why choose this provider?

Need help contacting a Financial Advisor in Brooklyn? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (28)
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (3)

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

License Verified:

License: 288081

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

License Verified:

License: 1996614

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 3041858

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 304350

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
594 Dean Street, Brooklyn, NY 11238
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 152447

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 310948

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 2826596

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 4715667

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does it mean if a Brooklyn Financial advisor is “fee-only?”

    Working with a fee-only financial advisor in Brooklyn means the advisor does not take any commission from the financial products they recommend to you. You only pay the advisor a set fee for their advisory services. This benefits your interests as the advisor's recommendations will be objective and not based on which financial product will give them the most commission. It removes the conflict of interest between you and the advisor.

  • How much should you invest in your child’s 529 plan to maximize tax benefits in Brooklyn?

    To stay within the state’s tax limits, it is advised that you keep your 529 plan contributions up to $15,000 per child per year, which is New York’s current gift tax limit. You can also choose to keep your contributions under the deduction limit, which is $10,000 for married taxpayers. Your local Brooklyn financial advisor can help you coordinate your 529 plan with your overall finances to further minimize your taxes.

  • Is it better to pay your mortgage or put your money in investments in Brooklyn?

    It depends on your priorities. If you value having a fully paid home and less debt, then paying off the mortgage is ideal. Meanwhile, if you’re willing to wait and have the risk tolerance for it, investing your money can lead to future returns that could outpace your mortgage’s interest rate. A local financial advisor in Brooklyn can you evaluate your finances, including how investments and mortgages affect your taxes, to help you make an informed decision.

  • How does a financial advisor differ from an investment broker in Brooklyn?

    Most financial advisors in Brooklyn operate on a fiduciary standard. This means they are legally required to provide financial advice based on the client’s best interests alone at all times. They are also obligated to inform the client when conflicts of interest arise. Meanwhile, brokers can offer financial advice and products based on the client’s interests as well as their own. This may lead them to offer investments that would give them the most commissions.

  • Can a financial advisor help divorcing couples in Brooklyn separate their finances?

    In particular, divorcing individuals in Brooklyn should work with a financial advisor credentialed as a Certified Divorce Financial Analyst. The CDFA can consolidate the couple’s financial statements, establish a post-divorce budget for each individual, calculate the expenses of keeping shared assets like the family home, divide retirement benefits, and review the divorce settlement. Moreover, the financial advisor can create plans for the ex-spouses to help them achieve personal goals after divorce.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.