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Best Financial Services in New York

Handpicked Top 3 Financial Services in New York, New York. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

BROOKLYN PLANS, LLC

195 Montague Street, 14th Floor, Brooklyn, New York, NY 11201

Since 2015

Long-Term, 401K, Retirement, Savings, Estate, Tax and Wealth Planning, Debt Analysis, Debt and Investment Management, Student Loans, Budgeting, Mortgages, Emergency Fund, Credit Card Debt, Business Income & Expense Review

For couples & families, virtual meeting 1 hours 30 mins from $3,850 at Payment for this plan is due upfront for a series of 3 meetings ● They take women by the hand to do an assessment of emotional risk tolerance levels, time frames, and financial resources to develop an appropriate, balanced portfolio

kristen@brooklynplans.org

brooklynplans.org

Reviews

Mon & Tues 9:00 am - 6:00 pm
Wed - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

STASH WEALTH

142 North 6th Street, Brooklyn, New York, NY 11249

Since 2012

Debt, Retirement, Savings and Income Planning, Personal Financial Plan, Taxes and Maximizing Deductions, Student Loans, 401(K), Roth IRA, Stock Options, Emergency Fund & Credit Card Accounts

Focus on Wealth and Investment Management ● They help you automate your savings and develop an investment strategy to make your money work harder for you ● Answer all your money-related questions, including how to save on taxes

hey@stashwealth.com

facebook.com/stashwealth

Reviews

Open 24 Hours

TBR® Inspection Report

CHRISTOPHER STREET FINANCIAL

475 Park Avenue South, Suite 2100, New York, NY 10016

Since 1981

Income, Tax, Retirement, Estate, Care and Financial Planning, Life Insurance, Investments, Charitable Giving and Business Strategies, Establishing Charitable Legacies & Wealth Preservation

Specializes in Wealth Building and Management ● They are a team of experienced and professional investment advisors dedicated to helping you take control of your financial future

info@christopherstreet.com

christopherstreet.com

Reviews

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report