I've had the pleasure of working with Garrett for about a year now, and it has truly been an…read moreincredible experience. I approached Garrett in late 2020 after a tumultuous previous 12 months. I had been laid off due to COVID and simultaneously incurred an enormous sum of medical bills on top of my typical monthly expenses. Naturally, I waited until things hit rock bottom before seeking help, but I'm so fortunate to have come across Garrett. He has the innate ability to show empathy but is also a straight shooter because he doesn't sugarcoat things. Rather than emphasizing the mess I was in, he quickly provided a bevy of solutions that we tackled in tandem one by one. It was an emotional rollercoaster, and I often joked that I should be giving Garrett a co-pay since he acted as a therapist throughout the process. Fast forward to the present day, and I've done a complete 180 financially, professionally, personally, and all of this has contributed to a happier life. I honestly couldn't have reached this point without Garrett's kindness, expertise, and can-do attitude. I look forward to continuing my growth with Garrett and recommend him to anyone looking to hone their budgeting and financial planning skills.

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!

I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

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.

Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

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!

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.

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!

Usually, when you see anyone who has all 5 star reviews, a red flag should go up that this person…read morehas gotten friends and family members to fill up his page. I decided to see for myself, and Shane is the REAL DEAL. He is compassionate, knows the tax code, and he takes the time to understand your issues and is not afraid to tell you if he doesn't have the answer right off the bat. Your time will certainly be well spent talking to him Thank you again Shane !!!!

Shane has been my accountant for four years and I truly don't know how I got through tax season…read morebefore partnering with him. I've often had complex returns: multiple freelance gigs, income from multiple states, unpaid taxes from previous years. This has never been an issue for Shane to take care of. Easily the best part of working with Shane is the transparency he provides and the effort he makes to keep you informed of what he is doing. Tax code is tantamount to alien language to me. Shane not only takes the best approach to protect me and insure I am taking advantage of every legal tax means possible, but goes out of his way to make sure that I understand what he is doing and why. Shane is also a CFP and his financial planning skills are an added benefit to working with him. I feel much more comfortable about my future financial health having heeded his advice. He has been known to take house calls, meet in the confines of a friendly and quiet bar, or invite you into his own office--whatever is most convenient for you. I wish the song "Taxman" by The Beatles had a positive connotation--like perhaps about a Justice League member that has tax return powers--because Shane is definitely my Taxman Superhero!

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.

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

Unfortunately, a few items turned up on my credit that was unbeknownst to me. I wasn't planning on…read moreapplying for anything in the near future so I never wanted to pay the credit repair fee. I decided to visit his website while bored and I was floored to find out that the service was completely free. I still had the same credit monitoring active from the last company I used. At that point there was no risk. It was refreshing to be able to see the letters they actually send to the bureaus. All I had to do was use a third party site to mail them out. I could've also printed them. The process was a breeze and it was quick. There's no option to speak to a live rep, but this I assume helps keep the service free. The results worked for me. In all it took about 2-3 months to remove the negative items, which was perfectly fine with me. Hopefully I'll never have to use them again but I'll be spreading the word to anyone I know who might need it.

I happened to get an alert that a collections account was on my credit. I didn't recognize it at…read moreall but my score dropped quite a bit because of it. A friend of mine recommended this service and I was surprised to see that it was free (except for the credit report). The collections account was removed from experience within the first couple of weeks. It was then removed from the other two bureaus a month or so after. My score rebounded like it never happened. Sending my letters was a breeze since they recommended a service that does it for a reasonable price. I could've printed my own as well but I didn't feel like buying stamps. i'm definitely telling my friends and family about this company.