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    Ajc Advisors

    3.0 (6 reviews)

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    Be Awesome Not Broke

    Be Awesome Not Broke

    (29 reviews)

    Crown Heights

    Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

    While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

    Stash Wealth - Stash Wealth Offices

    Stash Wealth

    (33 reviews)

    Financial District

    A couple years ago I realized how LITTLE I knew about money…read more I had the basics (savings, budgeting, etc.) and understood the end game (retirement). But what about all those decisions in the middle? It's hard to talk about, because everyone comes from a unique place: $ saved, debt accrued, etc. For example, my biz school friends went straight into jobs that made money from the get. I dropped out, waited tables, and worked for free. I was ready to make the biggest decisions of my life, but had no help to answer questions like: - If I want to buy a house in 3 years, how much money do I need? - Am I buying a house for the right reasons? - If I'm ready to start a family, when do I start saving? I started working with StashWealth as a financial advisor and it's been amazing. I got: - Personalized, actionable advice. 100% customized plan - Told me exactly how to reallocate my money. Then helped me open and close the right accounts. - Crazy good response rate. Anytime I've had a question, Rob (a co-founders) answered it in a few hours. Caveats: - SW is not right for everyone. IMO, get a baseline edu of personal finance first. - SW is NOT a "budget" option. They have a fee, more than Wealthfront or Betterment. All options are good, it depends on your needs. I've been lucky to work with many successful people. I've learned: No one "figures it all out." There's always another challenge, whether it's financial, career, or personal: mortgages, child care, job loss, cancer. And StashWealth is there to help you navigate these challenges. If you want more info, I wrote a more detailed review here, where I talk about who StashWealth WOULD be good for, and who it WOULD NOT be good for: http://christopherming.com/2018/02/honest-stashwealth-review/

    I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

    DeSantis, Kiefer, Shall & Sarcone, LLP - At times you may need a trained outside professional to evaluate your company's operations to determine if the appropriate co...

    DeSantis, Kiefer, Shall & Sarcone, LLP

    (1 review)

    Dongan Hills

    I worked for this company back in the mid 1990s they were an amazing group of accountants now and…read moremy mother stayed a client of theirs for years after I left and always had a great thing to say about them! Not only are they wonderful business people they are also very family-oriented when I work for them I wasn't just an employee we were all family they have stayed in my hearts all these years and I would recommend them not only for their work ethics but the Personal Touch they give to each and every one of their clients

    From the owner: We are a full-service Accounting firm licensed in New York and New Jersey. We offer a broad range…read moreof services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. DeSantis, Kiefer, Shall & Sarcone, LLP is a premier accounting and financial services firm that strives to achieve results that exceed its client's expectations. We are committed to adding maximum value by addressing the client's business and individual needs. We accomplish added value by being professional, accessible and efficient. We are our client's "life coach", helping to manage the issues and challenges that arise in their businesses and personal lives. We encourage a commitment to quality, integrity and public responsibility by providing an environment of trust and competency. Our approach is to draw upon the various talents of our team with expertise in taxation, accounting and financial planning, Each client is unique in their goals and needs. We view each client as our most important. Please call us today - we'll be happy to offer you a consultation.

    Brooklyn Plans

    Brooklyn Plans

    (14 reviews)

    DUMBO, Downtown Brooklyn

    I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

    Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

    Ajc Advisors - financialadvising - Updated August 2026

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