The 7 Best Financial Consultants in Brooklyn

Finding the right financial consultant in Brooklyn can make a significant difference in achieving your financial goals. Whether you’re looking to invest wisely, plan for retirement, or simply get a handle on your personal finances, the expertise of a seasoned professional can be invaluable. In this guide, we highlight the 7 best financial consultants in Brooklyn, each offering unique insights and services to fit your needs.

When selecting a financial consultant, consider the following services they may offer:

Investment Planning
Retirement Planning
Tax Strategy and Optimization
Debt Management
Estate Planning
Risk Management and Insurance
Budgeting and Saving Strategies

Additionally, keep in mind these important aspects when choosing a consultant:

Experience and Credentials
Client Reviews and Testimonials
Fee Structure (Flat fee, hourly rate, or percentage of assets managed)
Communication Style and Availability
Customized Financial Plans tailored to your needs

Armed with this knowledge, you’re ready to explore the top financial consultants in Brooklyn who can guide you towards a more secure financial future.

1. Fidelity Payment Services
2. Bank of America
3. Aod Management

4. Bank of America
5. Altamirano Financial Services
6. Bankers Conseco Life Insurance Company
7. Primerica

Number of companies

1868

Verified reviews

3,86

Average rating

(718)7822823

1. Fidelity Payment Services

★ ★ ★ ★ ★ 5,0/5

Building 77, 141 Flushing Ave #501, 11205.0, Brooklyn

Financial planner
ATM
Financial institution
Money transfer service

Why we chose them

Fidelity Payment Services is a leader in the payments industry, offering a comprehensive suite of customizable solutions to streamline financial operations for businesses. With over two decades of experience, the company provides a range of services including credit and debit payments, ACH direct debit, and money transfer services. Their innovative Cardknox platform supports omnichannel transactions, ensuring secure and seamless payment experiences across in-store, online, and mobile environments. With a focus on personalized technology solutions, Fidelity empowers businesses to optimize their payment processes, enhance security, and minimize costs, all while benefiting from 24/7 customer support.

What sets the company apart is its commitment to client service, as evidenced by numerous customer testimonials praising their knowledgeable and professional team. Fidelity’s unique IQM technology ensures the lowest possible rates with no hidden fees, making it a trusted partner for over 25,000 businesses worldwide. From health clubs to restaurants, Fidelity serves a diverse range of industries, providing tailored payment solutions that meet the specific needs of each business. Their dedication to innovation and customer satisfaction makes them a standout choice for any business looking to enhance its payment processing capabilities.

(347)9623095

2. Bank of America

★ ★ ★ ★ ★ 2,8/5

501 Brighton Beach Ave, 11235.0, Brooklyn

Financial planner
Financial consultant
Bank

Why we chose them

Bank of America Financial Center in Brooklyn is a hub for comprehensive financial services, catering to personal, small business, and wealth management needs. This location offers convenient walk-up ATM services, ensuring accessibility for everyday banking transactions. Clients can benefit from a range of services including financial planning and consulting, with dedicated specialists available to provide personalized advice and guidance. The center supports various financial activities such as commercial deposits and change orders, making it a versatile choice for both individual and business clients.

The financial center emphasizes the use of technology to enhance customer experience, offering a robust mobile and online banking platform. This allows clients to manage their accounts seamlessly, set customizable alerts, and even deposit checks using their smartphones. The app, supported on multiple devices, ensures secure access through features like fingerprint and Face ID recognition. With a focus on community support and financial education, the center also provides resources through initiatives like Better Money Habits®, reinforcing its commitment to fostering economic mobility and supporting local communities.

(718)7665193

3. Aod Management

★ ★ ★ ★ ★ 4,6/5

1994 Coney Island Ave suite 200, 11223.0, Brooklyn

Financial consultant
Credit counseling service

Why we chose them

Angels of Debt has been a guiding force in financial consultancy and credit counseling for over 20 years, helping communities across the United States achieve financial freedom. Known for their sincere and caring approach, this family-owned business prides itself on offering ethical and practical debt relief solutions without charging any upfront fees. Their services include debt reduction, consolidation loans, credit repair, and interest rate reduction, all aimed at relieving the stress of managing multiple accounts and lowering payments by up to 50% or more. With a dedicated team ready to provide personalized solutions, they ensure clients feel comfortable and supported throughout their financial journey.

Founded by Norman Balassiano, who was inspired by his own debt recovery journey, the company remains committed to maintaining the highest ethical standards. Their success is reflected in their stellar track record and recognition for impactful advertising campaigns that genuinely represent their mission. Their approachable nature and extensive experience make them an ideal partner for those seeking to restore financial strength. By consolidating debts and offering comprehensive support, they provide a clear path to a debt-free life, ensuring clients can focus on living their best lives with peace of mind.

(347)9553531

4. Bank of America

★ ★ ★ ★ ★ 2,7/5

642 Gateway Dr, 11239.0, Brooklyn

Financial consultant
Bank
Financial planner

Why we chose them

Bank of America in Brooklyn offers a comprehensive suite of financial services tailored to meet various needs, from individual banking to small business solutions. This location stands out with its Drive-Thru ATM, providing 24-hour access to convenient banking. Clients can utilize a range of services, including financial consulting and planning, all supported by knowledgeable specialists ready to offer personalized advice and guidance. The bank emphasizes security and ease of use through its mobile and online banking platforms, ensuring customers can manage their finances seamlessly from anywhere.

In addition to its robust digital services, the Brooklyn branch features dedicated business tellers and a full-service financial center. Customers can schedule appointments with financial consultants and planners to discuss their financial goals, whether it’s saving for future purchases, planning for retirement, or expanding business operations. The facility is equipped with cardless ATM capabilities, allowing for transactions via smartphones, and offers multilingual support to cater to a diverse clientele. This comprehensive approach to banking ensures that customers receive the support they need, whenever they need it.

(929)2108752

5. Altamirano Financial Services

★ ★ ★ ★ ★ 3,6/5

852 Wyckoff Ave, 11237.0, Brooklyn

Financial planner
Corporate office
Insurance broker
Shipping service

Why we chose them

Altamirano Financial Services stands out as a leading provider of comprehensive financial planning and corporate services, with a remarkable 25 years of experience. Specializing in personalized financial advice, the company is dedicated to understanding and meeting the needs of its clients in insurance, taxes, and business finance. Emphasizing a client-first approach, the company boasts a team of specialized professionals committed to delivering 100% client satisfaction. Their expertise extends to helping immigrants start their own businesses, demonstrating their inclusive approach and dedication to empowering entrepreneurs regardless of their immigration status.

Beyond financial planning, the company also offers services as an insurance broker and operates as a corporate office. They are authorized agents of UPS, providing reliable shipping services to their clients. The founder, Maria Gabriela Altamirano, holds a master’s degree in Foreign Trade and is a seasoned economist and financial advisor. Her leadership and experience in private banking have been instrumental in guiding many immigrants to successfully establish businesses with robust workforces. The company’s commitment to personalized attention ensures that every client’s project receives the time and expertise it deserves, making them a trusted partner in financial advisory services.

(718)7656224

6. Bankers Conseco Life Insurance Company

★ ★ ★ ★ ★ 4,9/5

2913 Avenue W, 11229.0, Brooklyn

Financial planner
Insurance agency
Health insurance agency
Life insurance agency

Why we chose them

Bankers Conseco Life Insurance Company in Brooklyn, NY, is a trusted provider of comprehensive insurance solutions tailored to the needs of individuals approaching or in retirement. The company offers a diverse range of services including life insurance, Medicare supplement insurance, long-term care insurance, and annuities. These products are designed to provide financial security and peace of mind, ensuring that clients can enjoy a stable and fulfilling retirement. With a team of dedicated agents, the company takes the time to understand the unique needs and values of their clients, offering personalized solutions that align with their retirement goals.

With a rich history dating back to 1879, the company is a part of the CNO Financial Group, Inc., and collaborates with well-known partners such as Aetna, Anthem, and Humana. Beyond insurance, they provide financial planning services, including brokerage and advisory services, to help clients manage their retirement savings effectively. Their commitment to client satisfaction and comprehensive support makes them a reliable choice for those seeking to secure their financial future through tailored insurance and financial planning solutions.

(718)3960805

7. Primerica

★ ★ ★ ★ ★ 3,4/5

936 Metropolitan Ave, 11211.0, Brooklyn

Financial consultant
Life insurance agency

Why we chose them

Alfredo Louk: Primerica – Financial Services stands out as a dedicated financial consulting and life insurance agency, serving the Brooklyn community with a personalized approach to financial security. With a focus on helping clients achieve their financial goals, Alfredo Louk offers a range of services including financial needs analysis, term life insurance, investments, and mortgage loans. The company prides itself on educating clients about financial concepts like the Rule of 72, compound interest, and debt stacking, ensuring they are well-equipped to make informed decisions about their financial future.

Operating as an independent contractor under Primerica, Alfredo Louk is committed to providing tailored solutions that meet the unique needs of each client. The company’s emphasis on customer service is evident in its approach to treating clients with respect and integrity. By offering a comprehensive strategy for income protection, retirement planning, debt solutions, and education funding, Alfredo Louk helps clients navigate their financial journey with confidence. This commitment to excellence and community impact is why the company deserves a place in our directory.

FAQs

What services do financial consultants in Brooklyn typically offer?

Financial consultants in Brooklyn offer a range of services including investment planning, retirement planning, tax strategy and optimization, debt management, estate planning, risk management and insurance, and budgeting and saving strategies.

How much do financial consulting services cost in Brooklyn?

The cost of financial consulting services in Brooklyn can vary. Typically, fees range from €150 to €300 per hour, or they may charge a flat fee or a percentage of assets managed, which can be around 1% to 2% annually.

How do I choose the right financial consultant in Brooklyn?

When choosing a financial consultant, consider their experience and credentials, client reviews, fee structure, communication style, availability, and whether they offer customized financial plans tailored to your needs.

What should I expect during my first meeting with a financial consultant?

During your first meeting, you should expect to discuss your financial goals, current financial situation, and any specific concerns you have. The consultant will likely explain their services, fee structure, and how they can help you achieve your objectives.

How long does it take to see results from financial consulting?

The timeline for seeing results can vary depending on your financial goals and the strategies implemented. Some changes, like budgeting, may show immediate benefits, while others, like retirement planning, are long-term processes.

Are financial consultants in Brooklyn required to have specific credentials?

Yes, financial consultants should have relevant credentials such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or other recognized certifications. These credentials ensure they have the necessary expertise and knowledge.

Can a financial consultant help me with tax optimization?

Yes, many financial consultants offer tax strategy and optimization services. They can help you plan your finances to minimize tax liabilities and ensure compliance with tax laws.

Is it worth hiring a financial consultant if I only have a small portfolio?

Yes, even with a small portfolio, a financial consultant can provide valuable advice on investment strategies, budgeting, and saving, which can help grow your assets over time and set you on a path to financial security.