3 Best Financial Services in New York City, NY

“Brooklyn Plans is an independent financial planning organization in New York. Kristen Euretig established the firm in 2014. She is a Certified Financial Planner®, Women's Wealth Warrior, and founder of Brooklyn Plans. She has been talked about in big newspapers like The New York Times, The Wall Street Journal, and Forbes. She obtained her BA in Linguistics from the University of California San Diego. She started her finance career 2008 at a private firm before founding Brooklyn Plans. The firm adopts an educational approach to financial planning, prioritizing the development of a personalized financial plan before offering investment management services. Their services encompass investment management and higher coordination for their financial planning clients. They build their financial plans from the ground up. Once you have a solid working foundation with your daily financial habits, they can move on to growing, protecting, and preserving your finances.

UNIQUE FACTS:
• Free Consultation.”

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“Francis Financial, Inc. is an award-winning Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families with personalized financial guidance. Stacy Francis is the president and CEO of the firm, which she established in 2002. She is an award-winning role model for their team, colleagues, and women business owners across the country. She regards their clients and staff as family and works hard to ensure that everything runs smoothly. She is a nationally recognized financial expert with over 20 years of experience in the financial industry. She has attended the New York University Center for Finance, Law, and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. The team's mission is to improve the lives of their clients through financial and personal empowerment. They guarantee to do everything in their power to make sure you're financially secure and on track, and they promise to be with you every step of the way. They also specialize in Divorce Financial Planning, analyzing and forecasting any settlement's short-term and long-term impacts, and offering unbiased recommendations to their clients. They work closely with Divorce Attorneys, mediators, coaches, and other divorce professionals through this process.

UNIQUE FACTS:
• Complimentary Consultation
• Servicing Clients With Approximately $2-3 Million.”

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“Klyman Financial is client centered company in New York. Yair Klyman is the founder of the firm. He founded the firm in 2015. He and his team offer personalized service that focuses on your needs, wants, and long-term goals. They do not have any prepackaged solutions, so each client is unique. They work with you to discover your values so they can ensure your riches become and stay resilient and work for every aspect of your life. Their method differs from other professionals because they hold an in-depth, in-person complimentary consultation to discuss your financial goals. They dedicate this time to getting to know you. They want to understand what's important to you and your family so they can help you develop strategies for today and tomorrow. They have years of experience in financial services. They can help you address today's needs and those for many years to come. They look forward to working with you.”

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