Brooklyn Personal Finance & Investment Professionals Directory
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131 Personal Finance Pros
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Sovereign Financial Group, Inc.
(866) 604-3780
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New York NY ... also serves: Brooklyn NY
Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square]. As an independent, Board Certified Financial Planner practitioner, Charles Failla, CFP, understands...
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AXA Advisors, LLC
(646) 217-4069
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New York NY ... also serves: Brooklyn NY
If you are planning for retirement and creating and guaranteeing income stream that you cannot outlive, interested in savings and investment options, worried about your loved ones'...
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Ameriprise Financial Services, Inc.
(917) 512-8145
New York NY ... also serves: Brooklyn NY
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you rea...
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Strategies for Wealth Creation & Protection
(646) 233-2689
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New York NY ... also serves: Brooklyn NY
Performing an in depth and comprehensive analysis that helps maximize clients wealth while increasing protection against unexpected life events and unnecessary taxes.
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Michael Cooper, CPA, CFP®, ChFC®, CASL®
(646) 257-2232
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New York NY ... also serves: Brooklyn NY
As a former CPA with one of the "Big 4" accounting firms, as well as a CFP® professional,and ChFC® and CASL® professional, I work with a family member and truly realize the importance...
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Strategies for Wealth
(646) 233-3647
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New York NY ... also serves: Brooklyn NY
We will listen and understand what you are trying to achieve and in so doing help you visualize and vocalize what you really want. We will put together written strategies with...
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MetLife Securities, Inc.
(347) 448-5661
Staten Island NY ... also serves: Brooklyn NY
I am a former member of the New York Board of Trade, where I became an executing broker at the age of 25. My goal is to help provide families and business owners the ability to reach...
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Blue Chip Financial Corp.
(631) 485-4860
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Melville NY ... also serves: Brooklyn NY
Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors to individuals, public and private businesses regardless...
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Stonegate Wealth Management, LLC
Fair Lawn NJ ... also serves: Brooklyn NY
We are fee-only wealth managers and investment advisors. We provide detailed financial planning and investment management.
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Wechter Financial Services, Inc.
Parsippany NJ ... also serves: Brooklyn NY
At Wechter Financial Services, we are committed to establishing and maintaining a long-term relationship with our clients. We want to become a trusted advisor to our clients and to...
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FatTail Financial Advisory Group Inc.
Brooklyn NY
We are an independent financial advisory firm providing financial planning and wealth management services. “Fat tail” is a term in probability theory referring to the unforeseen, extreme...
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The Scott Lask Wealth Management Group LLC of Brookstreet Securities Corporation
Monroe NY ... also serves: Brooklyn NY
Private client wealth management focused on tax advantaged wealth accumulation and asset protection. We use a unique investment approach not commonly used that helps take the stress...
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Mill Neck NY ... also serves: Brooklyn NY
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Beacon Financial Group
Butler NJ ... also serves: Brooklyn NY
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J Matrik Wealth Management
Elmsford NY ... also serves: Brooklyn NY
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