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.

Wendy has been my tax professional for almost 17 years. Her attention to detail and her knowledge…read moreof tax law is superb. She has been able to find me deductions I would have never thought of and has even helped plan my future tax needs. With the new tax laws in place, she calculated what my withholding should be on each paycheck and advised me on what I should have my employer withhold so I don't OWE next year. I wholeheartedly recommend Prosperity Tax Service! Provide all the information asked and you will get the best service possible!

Wendy was very thorough in her review of my unique tax needs. I found her to be knowledgeable,…read moredetail-oriented and responsive to follow-up questions. It was very easy to make an appointment and she has an accommodating schedule. This was my first experience utilizing a tax preparer versus a CPA or larger firm, and Wendy completely exceeded my expectations! I recommend her and will definitely be coming back.

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!

I had the privilege of working with the owner at Deloitte, and she has always been one of the…read moresmartest, hardest-working, and most trustworthy professionals I've known. She has a unique ability to break down complex accounting and financial issues into practical solutions, and she genuinely cares about helping her clients succeed. Knowing the quality of her work and the character she brings to every relationship, I wouldn't hesitate to recommend Luna Financial Solutions to any business or individual looking for accounting, bookkeeping, tax, or fractional CFO services.

Small office that are licensed professionals that take care of your tax needs. No appointments…read moreneeded, they accept walk-ins at all times. There extremely fast, friendly and patient. I'm usually in and out between 30-45 minutes tops. Starting rate is $75 & + depending on your situation, ex. How many W-2 forms you have, any 401k roller over, any added interest and so on... I really like coming here every year, they do there absolute best to get you the money your entitled for. ~ refer a friend and get $10 off your tax preparation ~ cash only

Audited 2018, 2109 and 2020 Bean Tax paid me penalties and fees for 2018 . After they paid 2018…read morethey stopped answering calls and didn't respond to my lawyer . This business will not help you and the information that was put in my tax return was false all 3 years . I got Audited and I've lost a lot of money. I have to pay for another lawyer to go to small claims court and get my money back from this business .

They were so helpful and approachable, super easy to work with and also it's amazing we could email…read morethem instead of bringing the paperwork as with are previous accountant. We switched because we moved, but would have done so sooner if we had known how easy doing your taxes could be. Bonus they also offer financial planning help year round all in the same place!

Levine Financial Group is a fantastic full service firm with knowledgeable people providing great…read moreservice. I am especially happy with Adrian Douglas, who is a dedicated professional. It was clear from the start that he is a passionate about his job and cares about bringing his clients where they need to be. I specifically approached him about life insurance. He answered all my questions honestly and without a pushy salesman attitude. I am happy to recommend him to anyone who needs work planning their financial estate.

Matt has been a tremendous resource to me and my law firm in helping us set up retirement plans and…read moreproviding financial advice. Matt has been advising me since it I was the sole person at my firm until today where we have numerous employees. He helped guide me through each step and assisted in creating different plans based on the stage of my company to meet our retirement planning and financial goals. Matt has listened carefully to exactly what we were looking for and helped craft tailor made advice and plans to match our goals. I highly recommend Matt and Manhattan Wealth Management Group.