Certainty Tax Advisors
“I've been dealing with Paul for around 20 years, he and his staff are absolutely the best!”
Best Financial Advisors in Brooklyn, NY
24 firms listed · all 24 in Brooklyn · 7 open weekends · 20 rated 4.5+
Data verified October 27, 2026
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Strategic Tax Planners
“Mike's expertise and professionalism has made my tax filing experience a breeze for several years now.”
Turk Financial Group
“As a CPA I'm pretty attuned to finances but I believe everyone needs a financial advisor like Ari.”
Gallus Lawrence
A. Douek, CPA
“This licensed accountant offers free consultations and goes above and beyond to ensure his customers feel valued and respected.”
Ramgrows Financial
“They are professionals in their field, punctual ans attentive,Many thanks to Tamar and the whole team.”
The 24 firms listed for Brooklyn, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brooklyn, NY
All 24 firms we list here are in Brooklyn itself. We have 44 firms in Brooklyn on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 244 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. 7 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are tax planning (6), personal financial planning (5), business valuation (4), new business formation (4) and payroll (4). Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Brooklyn take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Balcom Consulting Services
“I've been doing my taxes here for over 10 years.”
Richard J Girasole & Associates
“Been using Richard and his firm for many years, he's the best.”
Brooklyn Plans
“I have worked with Brooklyn Plans and Kristen for 3 years and refer them to everyone who is looking for a financial planner.”
Horizon Harvest Financial Planning
“I've worked with James at Horizon Harvest Financial Planning for a few years now and he has always been able to give direct, incisive, and actionable advise that has tremendously helped my small business needs as well as personal and family needs.”
Twelve Two Capital
“He thoughtfully creates financial plans based on individual needs and goals, is very accessible and flexible with his scheduling, and has delivered great financial results for us.”
Target Capital Group
“I would highly recommend Alex to anyone who asks me about investing and who they should talk to.”
Yehuda Eckhaus
“Yehuda is incredibly detailed and does great.”
New York Life Insurance
Ideal Accountax Services
RSD Advisors
“I appreciate how he worked to understand our goals and needs and his thoughtful corresponding advice.”
Black Ink Business Services
Creative Business
“She did my books and kept me out of potential legal trouble by keeping the highest level of integrity and privacy of my books.”
Taher Financial Planning
“Rahim is a highly professional Financial planner and a very knowlegable tax advisor.”
MWR Financial - Luis Urena
Boerum Hill Financial Advisors
LCJ Associates
“Spent several hours on the phone with me answering all of my questions for both policies and he was never frustrated or rushing.”
Davis Group Realty & Taxes
“Friendly family atmosphere and very professional”
Optinum
Why these companies made our list
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