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    Stash Wealth

    4.2 (33 reviews)
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    Ask the Community - Stash Wealth

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    If we have a question, need support or would like something clarified, Priya answers quickly, honestly and with care.

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    Be Awesome Not Broke

    Be Awesome Not Broke

    (32 reviews)

    Crown Heights

    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.

    Brooklyn Plans

    Brooklyn Plans

    (14 reviews)

    DUMBO, Downtown Brooklyn

    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!

    Iryna Stepanchuk, CPA

    Iryna Stepanchuk, CPA

    (12 reviews)

    DUMBO

    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!

    Golden Wealth Capital - Best Fiduciary near me

    Golden Wealth Capital

    (23 reviews)

    My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

    My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

    Shane Mason, CPA CFP - We're passionate about tax but we also like to have fun.

    Shane Mason, CPA CFP

    (12 reviews)

    Greenpoint

    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!

    The Financial Gym - Yes, they actually serve wine at "Wine and Learn Wednesdays" at the Financial Gym's NY location.

    The Financial Gym

    (18 reviews)

    Chelsea

    They are not registered with finra and not licensed. I applied for a job and they asked me to come…read morein two separate times to shadow someone and see if I like the job. It wasn't a good experience. they also send emails for people to get certifications that aren't industry regulated.

    I have been to the Financial Gym twice for their Wine & Learn events in the past few weeks and…read morerecommend this place highly. I'm a young professional, vowed to finally be "good with money" and educate myself on personal finance a few years ago. I stumbled upon the Financial Gym at a different NYC personal finance event. I've been reading many personal finance blogs, books, and listening to various podcasts. I consider myself comfortable and knowledgeable about personal finance now. However, the concept of a physical offline place for this topic is new to me. While researching about the Financial Gym, I tested the waters by going to one of their "Wine & Learn" events. I went to one about Salary Negotiation because it was relevant to what's going on in my life then. I also went to one called "Investing 101" because I wanted to know how the Financial Gym approaches this topic. I recommend both highly to those who are new to the topic. Although I wasn't, I felt really good being in a room of mostly women talking about finances. It felt like a safe space where we can share information. It's crazy to me that it's still taboo to talk about money. Going to the Wine & Learns made me feel like it's ok. I learned a few things too. I also was curious about the founder Shannon's podcast "Martinis and Your Money." I listened to the episodes about why she started the gym, how the gym is structured, why it is important to have a physical space for this topic, and the stories of current financial gym clients. From listening to her podcast and getting to know Shannon, I feel good about trusting the Financial Gym that their hearts are in a good place and that they will have their clients best interest in mind. Go to one of their Wine & Learns and check it out yourself. As for being a monthly member of the gym, it is good for people who: - Feel uncomfortable about money / budgeting / investing / etc on your own but have money goals and need guidance - Like the 1-on-1 feedback and interaction needed to stick to a financial plan - Don't have the time or interest to spend hours researching about personal finance on their own If you fit into this, you should look into it. I did not end up being a monthly member because I feel comfortable doing it on my own. But after learning about their approach to personal finance, I feel good recommending the Financial Gym to friends who need it.

    Charles Juntikka & Associates , LLP

    Charles Juntikka & Associates , LLP

    (47 reviews)

    Midtown West

    SCAM, SCAM, SCAM!!!!!!I wish I had done my research before hiring this law firm and trusting them…read morewith my hard-earned money. I paid for my bankruptcy back in April 2025, and it's now November 2025, seven months later absolutely nothing has been filed. Charles did absolute nothing with my case. Month after month, I called and emailed asking for updates, and every time I was told someone would "get back to me." No one ever did.. What makes it worse is how convincing Charles was in the beginning. He comes across as kind, patient, and professional during the consultation just to gain your trust. But once they have your money, that's where the professionalism ends. You won't hear from anyone again, and your case will sit untouched. I finally asked for a refund, and still haven't received it. This has been one of the most frustrating and disappointing experiences I've ever had with a business. They took my money, wasted my time, and gave me nothing in return. Update 11/26/2025 I spoke to Charles on 11/10 and he gave me a fedex tracking number and told me I would receive my refund in two days. Two weeks and no refund. I had to go up to his office today, the day before Thanksgiving and DEMAND my refund. He kept blaming the delay on his "accountant". HE IS SCAMMER !!! DO NOT HIRE HIS OFFICE TO DO ANYTHING FOR YOU. I am also reporting him to the BBB and the AGC.

    I had the privilege of having Mr Charles Juntikka as my lawyer for my Bankruptcy case and was very…read morepleased and happy at the wonderful representation made on my behalf ,it was a success and Mr Juntikka and Associates were very courteous, kind, on time and professional, I am so happy I had their services,I will recommend them to anyone, they are an asset to the professional, Thanks.

    Stash Wealth - financialadvising - Updated May 2026

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