The overall sentiment in reviews for Brooklyn Fi’s financial planning services is strongly positive, with numerous clients emphasizing the firm’s holistic expertise, responsiveness, and knowledgeable staff. Reviewers highlight team members such as Caitlin, Shane, AJ, Allie-Jane, and Jon, commending their professionalism and personal approach. While the majority of comments are enthusiastic, one client experienced dissatisfaction regarding estate management and found the firm’s advice unhelpful in that context.
Prominent themes include personalized attention, clear communication, and an integrated approach to both business and personal finances. Clients report that Brooklyn Fi alleviates administrative burdens, navigates complex tax situations, and provides tailored solutions for professionals in creative fields or those with varied income streams. Several reviewers cite years-long relationships and praise the leadership for setting a firm-wide standard of competence and approachability.
Ultimately, Brooklyn Fi is regarded as a reliable and trusted financial planning choice in the New York area. Repeat business, detailed support across various financial needs, and accessible, skilled staff contribute to a favorable reputation. Based on diverse positive testimonials, the company stands out for long-term value and a personalized, attentive model in the local financial planning sector.
Prominent themes include personalized attention, clear communication, and an integrated approach to both business and personal finances. Clients report that Brooklyn Fi alleviates administrative burdens, navigates complex tax situations, and provides tailored solutions for professionals in creative fields or those with varied income streams. Several reviewers cite years-long relationships and praise the leadership for setting a firm-wide standard of competence and approachability.
Ultimately, Brooklyn Fi is regarded as a reliable and trusted financial planning choice in the New York area. Repeat business, detailed support across various financial needs, and accessible, skilled staff contribute to a favorable reputation. Based on diverse positive testimonials, the company stands out for long-term value and a personalized, attentive model in the local financial planning sector.
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have benefitted greatly from their expertise
key part of my business and personal financial ease and success
have really had an amazing experience
couldn’t be more impressed with their expertise and professionalism
very helpful and quick to respond
bring a refreshing personal touch
100% recommend
Trusted and reliable
The best financial planning team out there!
