3 Best Financial Services in New York City, NY

“Brooklyn Plans, founded by Kristen Euretig, a Certified Financial Planner® and Women's Wealth Warrior. She established the firm to help clients with their financial planning needs. 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. They offer 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. She is an award-winning role model for their team, colleagues, and women business owners nationwide. She regards their clients and staff as family and works hard to ensure 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 offer a complimentary consultation and serve clients with approximately $2-3 million in assets. 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. During this process, they work closely with Divorce Attorneys, mediators, coaches, and other divorce professionals.”

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“Klyman Financial, founded by Yair Klyman, offers personalized service focused on meeting clients' 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. They look forward to working with you.”

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