3 Best Financial Services in New York City, NY

“Klyman Financial guides clients in achieving their financial goals efficiently and effectively. Yair Klyman is the founder of Klyman Financial, who has built his career and transformed it into true generational wealth by incorporating financial literacy as a core value in his lifestyle. He has been featured on Fox News, Yahoo News, Apple News, and The Huffington Post, among others. Klyman Financial specializes in crafting tailored financial plans to help individuals thrive, ensuring their wealth grows while addressing their unique needs. They are here to help you create a meaningful and purpose-driven financial future. They invite you to a complimentary introductory meeting.”

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“Curtis Pope is an independent fee-only financial planner. He is a Certified Financial Planner™ and Certified Financial Therapist-I™ with a BA in Economics, a Master's degree from Columbia University, and a graduate certificate in financial planning from Northwestern University. He is passionate about building deep client-centered relationships, fiduciary/comprehensive financial planning, and guiding clients toward their long-term goals. Over the past decade, he has advised hundreds of diverse clients at Citi, State Street Global Advisors, Morgan Stanley Wealth Management, and Wealthsimple. Pope Wealth Planning offers a customized plan for every client household.”

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“Brooklyn Plans founded by Kristen Euretig, who is a Certified Financial Planner®. She completed her financial planning coursework at Boston University. She is passionate about helping women realize their innate power by transforming their relationship with money. Once you have a solid working foundation in your daily financial habits, Brooklyn Plans can help you grow, protect, and preserve your finances. The firm develops a sustainable financial plan that allows for the twists and turns that come with everyday life. Clients work with the firm through the collaborative planning process to develop a system to address common challenges spending, saving, debt management, and funding goals. The game plan is their financial program for those who want regular, ongoing support.”

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