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.

Invested money with them. No human ever reached out to me ever. Now today I get a letter stating…read moremy money has been transferred to another account. I call customer no service and get told not their problem. The money went to NJ. Well it's not on the website they told me to file the claim on. Tell them that and they won't give me any other information nor is there anyone who I can speak to. Can only email the client account email. So beware your money can disappear.

401K and wealth management at its best! Steven helped me out with more needs than believable. I was…read moreleaving one firm and going to another but didn't know how to properly execute a 401K transfer or what to even do with it... Steven was there to basically hold my hand! The relationship continued and now I use him for all my investment needs! Would 100% recommend to everyone!

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.

Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

James is the simply best! He has walked me carefully through my financial planning explaining…read moreeverything in a manner that I can easily understand. He is wildly smart and as honest as they come - he has no interested in a dependent relationship. I've recommended him to all my friends with delight.

James is wonderful. He is thoughtful, insightful, easy to work with and has a goal of understanding…read moreyour goals and helping you understand how you can achieve them. He is gentle with those of us less organized with regard to our finances. I highly suggest working with him.

This academy is professional and very knowledgeable. I just completed my trading courses and I'm…read more already getting my feet wet trading online.. Very interesting and hands on learning. They have both classroom and online instructors. They are Master minds and excellent instructors. Highly recommend them. Looking forward to my new career as a trader. - Marilyn - Brooklyn, NY

There are OTA campuses all over the world, but this is the only one that gives you the opportunity…read moreto take a selfie with the "Wall Street Bull" (which is right down the street in the same block) and on the steps of what most people think is the NYSE (it's actually the Federal Memorial Building; the NYSE is a heavily guarded building on the other side of the plaza without a main entrance). I have taken several classes here and have always been impressed with the instructors and staff. Today I attended "Graduate Give Back", a free event where a visiting instructor shared his trading tips with a packed house. It's true the building (though not the OTA space) is a bit long in the tooth and there are rumors they're going to move soon. So sign up for a class soon and get those selfies while you can.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Highly annoyed and waste of time this credit union is! First off wasting 25.00 dollars is still…read moreexpensive in these hard economic times and it's non refundable! Secondly why didn't you first tell me the additional terms and than proceed to deny my application for the credit and than try and bait me into a co-signer for a loan I don't want? Honestly this credit union is good for depositing petty cash into a savings account. Anything else not so much and forget about trying to build your credit back up with their so called security credit repair cards. Again you will need a large deposit to at least have the credit card for a year to even consider getting a unsecured credit card. He rep I spoke to was even more unhelpful Jose and didn't properly explain all options till after I said this was a waste of time and money. What is the point of using a credit union when you can't utilize it unless you have at least 10,000 in your credit union's account. Be wary when dealing with this credit union they also keep sensitive documents on file for up to 2 years.

I never thought a bank was something to feel warm and fuzzy about. I had BofA for years for…read moreconvenience, but when I realized how deeply that conflicted with my values I switched to BCOOP. I immediately notice a difference. They are eager to help with anything you need, over the phone or in person. Bankers that care about you like fellow members of the community. And as a part of the co-op ATM network, there are ATMs you can access for free literally everywhere - more than with the big banks. In full disclosure, I have more experience with the Bed-Stuy DeKalb Ave location, but I have never experienced anything like what some of the bad reviews suggest. If you want to take those reviews seriously, go to the DeKalb location, but don't write off this wonderful community bank. Also, one of the reviews from 2016 says they don't offer mobile check deposits. They do now! And I've never experienced a check taking longer than 2 days to post. They've definitely made improvements!

Fidelity investments makes the entire process of plannyand investing relatively easy. Its a plus…read morewhen your workplace utilizes Fidelity Financial services as their 401K plan administrator. Clearly each company establishes parameters and discounts for using the service. Previously i was using Charles schwab and the app on my PC was rather cumbersome to use and the fees were higher because they did not administer my 401k account. Fidelity the app on my phone and on the laptop make it easy to understand and dive for info and research. I would highly recommend them as a financial advisor or as a 401k administrator. I have them since September 2023 and i dont think i would change it, i like the way things are running now.

Fidelity has always stood by me. They've educated me about the economy and investments. They've…read morenegotiated or advocated on my behalf and resolved problems in my favor. They've kept appointments and gotten back to me quickly. They helped my investments grow and they've helped me set up a charitable trust so my assets can benefit others. No investment firm can guarantee the economy for the short. term. However, if you have a reasonable timeline, corporate profits will grow over 10-15-20 years and your investments will grow with them; and you will slowly become wealthy.

I cannot recommend Craig Paulson highly enough!…read more I was going through a very challenging personal situation when I started my apartment search, and Craig treated me with immense kindness, empathy, and respect from day one. He went above and beyond to show me a lovely apartment in Brooklyn--complete with a private backyard--owned by a wonderful mother-and-son landlord team. But what truly set Craig apart was his dedication: he was quick in responding to communications and stuck with me through the entire application process, guiding me through every detail until the keys were in my hand. His professionalism, patience, and genuine care turned a stressful time into a successful move. I am incredibly grateful for everything he did for me. If you need a real estate broker who is not only dedicated and sharp but truly cares about his clients as human beings, look no further than Craig Paulson!

We had the pleasure of working with Craig Paulson recently on an apartment search for my 21 year…read moreold daughter and friend. Craig was amazing. He spent a whole day with the girls on a search for the perfect apartment and neighborhood. They truly found it In the Upper West Side of Manhattan. The rental process was not easy but Craig stuck with it and did a ton of work behind the scenes to secure the property. The girls are so happy and so are the parents. Craig also made their day of apartment hunting super fun for them complete with a ride through the streets and park on City Bikes. I highly recommend Craig for any of your real estate needs.