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!

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!

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.

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.

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.

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!

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.