Here’s The Deal: 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.
3 Best Financial Services in New York City, NY
Expert recommended Top 3 Financial Services in New York City, NY. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BROOKLYN PLANS REVIEWS
Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW.
Kristen and her team have been amazing and really so pivotal in my management and understanding of my personal finances. On top of that, she is consistently available, patient, and invested in sustaining my progress. I definitely recommend Brooklyn Plans.
Kristen and her team are wonderful to work with. For anyone who's not sure where to start in the world of personal finance and wants step-by-step guidance, the Game Plan program is comprehensive and paced well over a year. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 FRANCIS FINANCIAL, INC. REVIEWS
Francis Financial founded and led by Stacy Francis is a smart savvy money team. Not only do they relentlessly research the best and most customized solutions to fit your personal financial profile they do it with a lot of love, responsibility and care. They are there 24/7 for you and make inordinate amounts of time available for each client. I feel so fortunate to have found them.
I have been impressed with Francis Financial compared to other investment managers I have used in the past. Every staff member seems to take a personal interest in answering questions and providing information that allows me to make sound decisions based on my own stage in life, risk tolerance, etc. Unlike corporate giants, this firm is definitely hands on and tailors my individual investment strategy thoughtfully. Kudos.
Francis Financial’s highly personal approach of respect and regard, combined with excellent analytical tools and reports and team-based advice and guidance helped me to organize my finances with confidence.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
TOP 3 KLYMAN FINANCIAL REVIEWS
Working with the team at Klyman Financial to secure and manage my insurance was a truly seamless process. They were knowledgeable and efficient in handling all the paperwork and they gave me excellent advice on how to navigate my insurance needs. It was a great experience overall, and I am very happy with the quality of service I received. I would certainly recommend them to anyone looking for professional and attentive support regarding their insurance! Thank you, Klyman Financial.
I highly recommend Klyman Financial. They are committed to serving their clients, professional, and very skilled at their work. They have helped prepare me for reaching my financial goals, all while providing the best client service. Moreover, they are patient and truly willing to invest time into their clients. They have provided me with a great portfolio for managing my assets. Thank you, Klyman Financial.
I got incredible support from the team at Klyman financial. They were able to organize my portfolio in a really effective way that was perfect for my unique circumstances. Any time I had any questions, I would always get a quick response and sound advice. Highly recommend this firm.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.