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10AM - 7PM
81 Prospect St, Brooklyn“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!“
8AM - 6PM
10 Times Sq 5th Floor, New York“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.“
9:30AM - 4PM
95 Christopher Columbus Dr 16th floor, Jersey City“Chris is a fantastic asset to anyone who needs a financial planner. We’ve been working together for four years and in that time he has consistently demonstrated thoughtful recommendations. He is easy to work with, responsive, and spends generous
amounts of time discussing opportunities and options. I highly recommend his services!“
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.“
Closed today
121 W 27th St #1003a, New York“I have been with Scott and Premier Tax for 30 years, and thanks to their shrewd planning I now have a worry free retirement. I am so grateful for their intelligence and expertise!“
“Good service. Professional people and lawyers. Good food. Lobster was great. Cocktails could be better.“
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.“
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“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!“