Brooklyn Fi Reviews

The overall sentiment toward Brooklyn Fi, a financial planning service, is strongly positive, with reviewers consistently expressing satisfaction in their professional expertise, responsive communication, and personalized guidance. Clients mention individual staff members such as Caitlin, Shane, AJ, Allie-Jane, and Jon, frequently praising their expertise, approachability, and support during life and career transitions. Despite the overwhelming positivity, one customer reported significant dissatisfaction with the guidance on inheritance and investment decisions, pointing to a critical lapse in service.

Common feedback highlights strengths in holistic financial planning, efficient tax and bookkeeping support, and proactive client engagement. Both individual and business clients note benefits such as ease of dealing with taxes, clear financial plans, and a consistent, personal touch from the team. Staff responsiveness and a tailored approach are particularly valued, contributing to long-term client relationships.

Based on these reviews, Brooklyn Fi is regarded as a reliable and effective financial planning provider, especially for individuals and small business owners in creative and real estate fields. The New York-based firm’s track record for detailed, ongoing support has established local credibility, with repeat clients and strong endorsements from a broad cross-section of users.

Brooklyn Fi provides financial planning and advisory services for individuals, small businesses, and sole proprietors. Their offerings include investment advice, tax planning, business bookkeeping, and support for navigating major personal or professional financial decisions. The company operates in the financial services industry, servicing primarily the New York area through in-person and digital consultations.

The company’s operational model revolves around personalized client engagement, with staff and leadership directly involved in creating customized strategies tailored to each client’s goals. Brooklyn Fi handles a range of financial management tasks annually, maintains proactive responsiveness, and incorporates certified professionals for tax and investment guidance, supporting both ongoing and event-driven financial needs.