10AM - 7PM
81 Prospect St, Brooklyn“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!“
“A lot of investors are confused and go into deep research for a trusted and legit platform to trade and invest in. I was also looking for the best one until I read good reviews and recommendations about Mrs Kelly Robert,With her great skill of trading and mining made a good profit for so many in their trade account. I was amazed how happy many investors wrote good comments about her. I contacted her and invested with her with believe and trust just as the way she replied me.“
9:30AM - 4PM
159 Pine St, Jersey City“Chris has been my financial advisor for 3years . He has drastically influenced my financial literacy, provided direction and continues to be a trusted voice in my decision making. He’s straightforward , and personable. You don’t need millions of dollars or high valued assets to get started. However through his knowledge , networks and commitment to your success , you’ll have the ability to become one! Best decision ever.“
“Corey D Flaum is engageable with a solid knowledge base. He goes above and beyond to provide information with courtesy. I recommend him without reservation. I would ask for him by name, the next time I utilize these services.“
9AM - 6PM
545 5th Ave #1100, New York“The way Michelle and her team combine professional financial management with personal attention is exceptional. They have exceeded all my expectations regarding the role of a financial manager, and the positive impact that has had on my life.“
9AM - 5PM
421 7th Ave #1110, New York“As an employee- my review is inherently biased, so disclosure is necessary. However, I'd like to think my impartial opinion rings true. Joe is a true fiduciary through and through. It's a rare find in an industry rife with misinformation. He takes a comprehensive approach to all client financial matters and genuinely cares for your well-being. This is demonstrated by his multi-decade-long relationships with clients.“
“Good service. Professional people and lawyers. Good food. Lobster was great. Cocktails could be better.“
“Mike Schupak repeatedly provides me with sound financial advice, approaching each investment decision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.“
“There are no words - but I'll use some. It's truly rare that an organization can translate their mission into reality like Brunch \\u0026 Budget has. To give me the agency, the space and the safety to discuss the most personal or relationships - us and our money habits is remarkable. This is a year where I am certain that I can embrace what I love about my financial habits and transcend what holds me back. Don't read this and think it's therapy for your money traumas - no, the secure and robust online tools will help you visualize your financial outlook - serving as a dashboard for decision making and planning. Working one on one and with cohorts the staff and your peers provide accountability, support and encouragement. If capitalism had a playbook for those of us who need it most!“