2023: Brooklyn Voted Cultivating Wealth – Sara Stanich Best Financial Advisor!
Cultivating Wealth – Sara Stanich
41 Schermerhorn Street #147, Brooklyn
(646) 693-7451
At Cultivating Wealth, the team works hard to do just that for its clients. Residing at the intersection of life and finances, this Schermerhorn Street business offers fee-only financial planning services for people who want to take power over their wealth. Their highly-trained advisors help clients make smart financial decisions over a lifetime — and one of them is the best in the borough. founder Sara Stanich. Sara Stanich launched The Stanich Group, a fee-only Registered Investment Advisory Firm in 2016. The launch of her own firm came after nearly 10 years in the industry as a Financial Advisor affiliated with Raymond James and Merrill Lynch. She has since relocated from Brooklyn Heights to Montauk but continues to serve her home-borough with great care, and financial prowess.
2022: Brooklyn Voted FatTail Financial Advisory Group Inc. Best Financial Advisor!
FatTail Financial Advisory Group Inc.
11-33 Park Pl, Brooklyn
(718) 774-9575 – fattailfinancial.com
Financial planning can help you get your finances in order. For the best financial planning in Brooklyn, there’s FatTial Financial Advisory Group. At FatTail Financial Advisory Group, they know that some financial decisions can be riskier than others, but they aren’t going to make you navigate that process by yourself. The group offers financial planning and wealth management services that are tailored to your personal situation, guiding clients in ways to use the financial system to their advantage. They work with you for retirement planning, and work with entrepreneurs, and people wishing to do socially-responsible and sustainable investing. Don’t leave your finances unattended, check out what FatTail Financial Advisory has to offer today.
2021: Brooklyn Voted Cultivating Wealth – Sara Stanich Best Finance Advisor!
Cultivating Wealth – Sara Stanich
41 Schermerhorn St #147, Brooklyn
(646) 693-7451 – www.cultivatingwealth.com
At Cultivating Wealth, the team works hard to do just that for its clients. Residing at the intersection of life and finances, this Schermerhorn Street business offers fee-only financial planning services for people who want to take power over their wealth. Their highly-trained advisors help clients make smart financial decisions over a lifetime — and one of them is the best in the borough. founder Sara Stanich. Sara Stanich launched The Stanich Group, a fee-only Registered Investment Advisory Firm in 2016. The launch of her own firm came after nearly 10 years in the industry as a Financial Advisor affiliated with Raymond James and Merrill Lynch. She has since relocated from Brooklyn Heights to Montauk but continues to serve her home-borough with great care, and financial prowess.
2020: Brooklyn Voted Edward Jones – Financial Advisor: Timothy E Mullins Best Finance Advisor!
Edward Jones – Financial Advisor: Timothy E Mullins
113 S 6th Street #201, Brooklyn
(718) 388-1768 – www.edwardjones.com
As an Edward Jones financial advisor, Timothy E Mullins believe it’s important to invest his time to understand what you’re working towards before you invest your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. Mullins can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
2019: Brooklyn Voted Edward Jones – Financial Advisor: Timothy E Mullins Best Finance Advisor!
Edward Jones – Financial Advisor: Timothy E Mullins
113 S 6th Street #201
(718) 388-1768 – www.edwardjones.com
As an Edward Jones financial advisor, Timothy E Mullins believe it’s important to invest his time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. Mullins
can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
2018: (Tie) Brooklyn Voted Edward Jones – Financial Advisor: Timothy E Mullins Best Finance Advisor!
Edward Jones – Financial Advisor: Timothy E Mullins
113 S Sixth Street #201/ (718) 388-1768
As an Edward Jones financial advisor, Timothy E Mullins believe it’s important to invest his time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. Mullins can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
2018: (Tie) Brooklyn Voted Janney Montgomery Scott LLC Best Finance Advisor!
Janney Montgomery Scott LLC
9201 Fourth Avenue/ (718) 238-4800
Putting clients first is ingrained in the way Janney Montgomery Scott LLC does business. When combined with their shared values, a spirit of continuous improvement and a strong commitment to diversity, they create a team of employees who are passionate about achieving successful results. They focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing our corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans.