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Know a good financial planner? — Brooklynian

Know a good financial planner?

laura b
edited November -1 in Park Slope
Seeking recommendations for a good financial planner. Looking for help getting our household finances in order :x , investment management advice, estate/retirement planning, etc. Thanks!

Comments

  • I'd like to hear, too, if anyone has one that they can recommend.
  • I'm seeing this guy tomorrow in the city - can't really provide an opinion as of yet, but he was recommended by good friends of ours who are very happy with him:

    Jeremy Rayburn, AAMS
    Financial Advisor
    Ameriprise Financial
    [email protected]

    Good luck!
  • We found one, and we've been very happy with the results. Very nice guy, too. Name is Scott Brewster and located in Park Slope.

    http://www.brewsterfp.com/
  • My cousin uses Greg Blank at Blank Financial Group. http://www.blankfinancial.com/

    I met with Greg awhile ago and realized I wasn't ready to do it financially. I am ready now and will give him a call in a few weeks when things calm down at work.

    Greg seemed really patient and understanding, not the pushy at all.
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