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.

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

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!

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.

100% disappointed in this office located at 100 7th Street, Brooklyn NY…read more First: Walked in and there was no receptionist. The other person in the outer office did not acknowledge my presence. Nor did another person sitting behind the Schwab employee in the outer office. I had to ask him for help. I was then told by this person also sitting in the outer office that the receptionist would be right back from a bathroom break. He never asked if he could be if assistance. so I waited another 8 minutes for the receptionist to return. Second: I presented a letter to the receptionist requesting the division of a Trust into three separate Schwab accounts. After reviewing the letter the receptionist accepted the letter. Leaving me to believe that the information in the letter was exactly what Schwab needed to carry out the request. Subsequently, I received an email from Schwab with a reference number and that I was to call them to discuss the problems as to why Schwab could not process the request in the letter. The letter should have been reviewed at the Schwab office to ensure that the correct content was there prior to accepting it for processing. If the receptionist was unaware/unsure that the contents/information/instructions in the letter were sufficient .......she should have contacted a Schwab employee for the information needed to process the client's request. The Schwab employees in this office acted unprofessionally. Thank you

The team at this branch was very helpful. Shuo Li was very knowledgeable and answered all my…read morequestions on different products offered!

While Iryna has provided tremendous tax and financial acumen and guidance, it's been her personal…read moresupport and care that has been truly distinguishing. Iryna helped me through a difficult stretch with great knowledge, compassion and results. It's been my pleasure to recommend Iryna to friends and family - and now everyone!

Iryna helped set up my entertainment company back in 2011 and ever since then she's been handling…read moremy small business, Aldo Ryan Entertainment and personal bookkeeping, taxes and beyond. During these years, we NEVER experienced any problems with her or any of her staff members. On the contrary: we've been very satisfied with the level of service and communication they've been providing to us. Iryna is a very smart, sharp and honest professional. She attends continuing education seminars and conferences all over the country annually. Her office applies the latest technologies in their work, which makes everything easier, more organized, protected, faster and less expensive for the client. Iryna is on top of the latest tax updates; she sends out all sorts of reminders to her customers along side with personal emails to make sure all the deadlines are met, payments scheduled, nothing missed. The response time frame is unlike all the other accountants we ever dealt with: if not within an hour, then within 24 hrs for sure (which I like very much!) During Tax season she likes to stay in touch even more: by sending all kind of reminders and preparation lists, following up and making sure everything is to a T. Every month during payroll time, her office makes sure our bank account is good to go for any kinds of withdrawals to avoid insufficient funds fees and such. I enjoy reading her monthly newsletters - not too long and very informative. We highly recommend Iryna's Tax services to any individual or company!

Impacct makes a true impact in Brooklyn (but they can help any NYC resident or anyone who is…read morethinking about moving here). Previously known as Pratt Area Community Council, they offer excellent and quality services (classes, workshops, one on one counseling sessions, etc) to anyone who needs advice about becoming a first time homeowner. They also give information to anyone who needs an affordable apartment, advice on housing (tenant) laws, financial/budget counseling and advice for small business start-ups. Very easy to get to. Parking was great on Saturday but if you need to get there via public transportation, take or transfer to the B65; it leaves you right on the block on Franklin and Bergen. It's on Dean street between Franklin and Classon. The block scenery looks blah; looks more industrial than other blocks (which looks more residential). But the area has gotten better and there are nice eateries that have popped up in the last few years so it's not completely dreadful. The class that I've taken was a first time homeowner class which was definitely helpful and informative. It's 75 dollars (plus one dollar for a convenience charge) but it was worth it. I think some folks take the class assuming they know alot about buying a home or listening to family/friends. I know I did. But when I took the class, I realized how misinformed I was. I don't even think the class was enough to give all the information we needed so they provided LOTS of written material for us to take home. Like I said, taking the class is the first step but it doesn't end there. I am definitely going to utilize their services. Calling them might be a bit unsuccessful but if you do leave messages, they return your calls. Emailing might be alittle better.

PUT A SILVER SPOON IN YOUR CHILD's MOUTH!…read more I'm a Benefits Counselor specializing in setting families up with a; SILVER SPOON, wealth building process. It's not a difficult process, in fact it's easy, so similar to the track & field relay event of passing the batons in a relay. After all, life is a generational relay. When you look at your family history, and fail to see financial success, by generations, then we can get you there. There's nothing wrong with putting a silver spoon in your child's mouth so that we break this financial curse. Let's begin the dialogue today, so that tomorrow is taken care of; 347-760-2438 Ask for Mr. Benzel

Don't waste your time with these people!!! After 15 yrs they…read morefailed to mention that you're paying a penalty on your bank interest . You must pay every quarter to the IRS and the penalty is excluded . Sneaky!!! And they want to charge you $400! And no loyalty the longer your with them the more they charge and don't tell you what is best for you!!!! Why the fck am I paying you??? To punch in numbers? I will make sure you lose a lot of business as you did with me!!

I've been going to Colacino's since it was half its size in the same location. Over two decades…read more For something as painful as paying one's taxes, Joe makes it as simple as possible and with good humor. He is patient with my questions, which is important to me. And the whole team is friendly, and in my experience, appropriately prompt in returning all my calls, emails, etc.. Thank you!

I have been using Frank for my taxes for more than ten years. He knows all the tax laws and has…read moregotten me the maximum refunds each year. Recommend him to everyone !!!!

I've been working with Lupo tax services for over 20 years. Anthony, Frank and Palma are all…read moreexcellent, trustworthy, knowledgeable and up to date with with finance and tax requirements. I'm sticking with them for life!