Best Financial Advisors in Brooklyn

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Brooklyn, NY

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Boerum Hill Financial Advisors logo
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Boerum Hill Financial Advisors

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

Business Description

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.

Brewster Financial Planning LLC logo
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Brewster Financial Planning LLC

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

Business Description

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
Brooklyn Fi logo
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Brooklyn Fi

33 Nassau Avenue, Brooklyn, NY 11222
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  • Estate Planning

Business Description

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.

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 (3)
Brunch & Budget logo
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Brunch & Budget

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

Business Description

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 (26)
Google
5.0 / 5 (11)
Cobblestone Wealth Advisors logo
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Cobblestone Wealth Advisors

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

Business Description

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.

Conservative Advice Clifford Michaels, CFP logo
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Conservative Advice Clifford Michaels, CFP

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

Business Description

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
CSD Financial logo
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License Verified:

License: 310948

Investment Adviser Public Disclosure Database, SEC

CSD Financial

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

Business Description

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
Cultivating Wealth logo
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Cultivating Wealth

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Equinum logo
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License Verified:

License: 304350

Investment Adviser Public Disclosure Database, SEC

Equinum

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

Business Description

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
Francis Financial logo

Francis Financial

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

Business Description

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
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License Verified:

License: 3041858

Investment Adviser Public Disclosure Database, SEC

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

Business Description

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
Heron Wealth logo
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Heron Wealth

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

Business Description

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
Google
5.0 / 5 (21)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Lieblich Financial Services logo
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License Verified:

License: 1996614

Investment Adviser Public Disclosure Database, SEC

Lieblich Financial Services

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

Business Description

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
Likhtenstein Financial Planning logo
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Likhtenstein Financial Planning

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

Business Description

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
My Financial Planner logo
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My Financial Planner

594 Dean Street, Brooklyn, NY 11238
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  • Retirement Planning

Business Description

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
Northwestern Mutual logo
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Northwestern Mutual

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

Business Description

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.

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
Playfair Planning logo
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License Verified:

License: 2826596

Investment Adviser Public Disclosure Database, SEC

Playfair Planning

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
RSD Advisors logo
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License Verified:

License: 152447

Investment Adviser Public Disclosure Database, SEC

RSD Advisors

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

Business Description

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
Stormont Financial Strategies logo
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License Verified:

License: 4715667

Investment Adviser Public Disclosure Database, SEC

Stormont Financial Strategies

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

Business Description

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
Strategies for Wealth logo
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Strategies for Wealth

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

Business Description

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.

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
Taher Financial logo
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License Verified:

License: 288081

Investment Adviser Public Disclosure Database, SEC

Taher Financial

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

Business Description

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)
Twelve Two Capital logo
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License Verified:

License: 297748

Investment Adviser Public Disclosure Database, SEC

Twelve Two Capital

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

Business Description

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.

License Verified:

License: 297748

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)
Unique Financial Advisors logo
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Unique Financial Advisors

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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).

Read All FAQS