Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

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!

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

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!

James is the simply best! He has walked me carefully through my financial planning explaining…read moreeverything in a manner that I can easily understand. He is wildly smart and as honest as they come - he has no interested in a dependent relationship. I've recommended him to all my friends with delight.

James is wonderful. He is thoughtful, insightful, easy to work with and has a goal of understanding…read moreyour goals and helping you understand how you can achieve them. He is gentle with those of us less organized with regard to our finances. I highly suggest working with him.

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

Unfortunately, a few items turned up on my credit that was unbeknownst to me. I wasn't planning on…read moreapplying for anything in the near future so I never wanted to pay the credit repair fee. I decided to visit his website while bored and I was floored to find out that the service was completely free. I still had the same credit monitoring active from the last company I used. At that point there was no risk. It was refreshing to be able to see the letters they actually send to the bureaus. All I had to do was use a third party site to mail them out. I could've also printed them. The process was a breeze and it was quick. There's no option to speak to a live rep, but this I assume helps keep the service free. The results worked for me. In all it took about 2-3 months to remove the negative items, which was perfectly fine with me. Hopefully I'll never have to use them again but I'll be spreading the word to anyone I know who might need it.

I happened to get an alert that a collections account was on my credit. I didn't recognize it at…read moreall but my score dropped quite a bit because of it. A friend of mine recommended this service and I was surprised to see that it was free (except for the credit report). The collections account was removed from experience within the first couple of weeks. It was then removed from the other two bureaus a month or so after. My score rebounded like it never happened. Sending my letters was a breeze since they recommended a service that does it for a reasonable price. I could've printed my own as well but I didn't feel like buying stamps. i'm definitely telling my friends and family about this company.