Financial Planners near Bayonne

“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.“

“I got valuable retirement advice from Miguel and am so grateful! He was generous with sharing knowledge, and helped me understand how to set up my retirement savings as a solo business owner and what to think about as my business grows. There are some people who genuinely care about what they do and the people they serve, and Miguel is definitely one of those people.“

“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.“

“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!“

“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!“

“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.“

“I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when I'm vacuuming the algae out of that pool, it's Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than I've ever made doing anything else - the man knows his stuff.“

“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.“