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!

DO NOT BOOK IN THE SAME DAY. The front desk service did NOT let us in and they do NOT have a real…read moreperson answering the phone. They did not respond to our emails after our appointment was confirmed.

$10 for a notary and you can do it virtually via zoom! Love it! So easy. Nicole was patient and…read moreflexible and professional. Will definitely be returning for future notaries. Thank you for the convenience and affordability!

The one thing I can say about this company is that they don't hide behind loan advertising and get…read morestraight to the point of debt settlement, relief, restructuring programs all the same vs debt consolidation which is a actual loan. The pitch is the same , how would you like to pay less debt each month ? This company sent me a letter in the mail and I discarded it.

long story short. After 2 years of following the program I was told that I needed a personal loan…read moredue to racking up late fees which they had told me to do. I had 25000 of debt enrolled. the loan was for 14000 through Reach. The APR is 26.9%. I will be paying this off over 6 years. I will be out of pocket for $33000 plus what I paid to National Debt Relief. This is a total rip off and due to being desperate i fell for the trap. Satisfaction Guaranteed. That's a joke. I will be 82 by then. the worst mistake I ever made. Stay away.

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.

I've been a customer of Allegiance for almost two years. It's been smooth sailing since day one…read more Adam and his team was able to provide us with multiple insurance options for our commercial properties and expertly advised us through which he'd recommend and why. Recently we had an issue, when our bank mistakenly forced placed insurance on our commercial mortgage for mechanical breakdown policy, for no logical reason. Allegiance not only notified us, proactively worked on our behalf to clarify the issue and get back our monies from being overcharged. I can't say enough good things about the customer service and support. The team is prompt, educated on various products, and committed to needs of their clients. I would highly recommend using them to anyone. Wish I moved my business here sooner!

I was shopping for insurance for my investment properties, home/ auto and called few…read moreagencies/brokers. I was not satisfied with any quotes I was provided until I called Allegiance. Allegience was fast and quick to provide me with quotes from different insurance carriers on the same day and explained every coverage in details. They got me excellent bundled coverage for my home and auto from one carrier, and another great dwelling coverage for my rentals from a diffrent one. They will not try to convince you to get extra coverage that you won't need, like other insurance agents. It was a smooth and easy process doing business with them.Highly recommend their service.

While Iryna has provided tremendous tax and financial acumen and guidance, it's been her personal…read moresupport and care that has been truly distinguishing. Iryna helped me through a difficult stretch with great knowledge, compassion and results. It's been my pleasure to recommend Iryna to friends and family - and now everyone!

Iryna helped set up my entertainment company back in 2011 and ever since then she's been handling…read moremy small business, Aldo Ryan Entertainment and personal bookkeeping, taxes and beyond. During these years, we NEVER experienced any problems with her or any of her staff members. On the contrary: we've been very satisfied with the level of service and communication they've been providing to us. Iryna is a very smart, sharp and honest professional. She attends continuing education seminars and conferences all over the country annually. Her office applies the latest technologies in their work, which makes everything easier, more organized, protected, faster and less expensive for the client. Iryna is on top of the latest tax updates; she sends out all sorts of reminders to her customers along side with personal emails to make sure all the deadlines are met, payments scheduled, nothing missed. The response time frame is unlike all the other accountants we ever dealt with: if not within an hour, then within 24 hrs for sure (which I like very much!) During Tax season she likes to stay in touch even more: by sending all kind of reminders and preparation lists, following up and making sure everything is to a T. Every month during payroll time, her office makes sure our bank account is good to go for any kinds of withdrawals to avoid insufficient funds fees and such. I enjoy reading her monthly newsletters - not too long and very informative. We highly recommend Iryna's Tax services to any individual or company!

Headquarters for Barclays Bank PLC, this is more for the investment and commercial bank. Former…read moreLehman building, they've clean up the lobby and updated with some tech, but other floors are still about the same (slightly renovated but no major changes). Some conference rooms for visitors on the 3rd floor.

Avoid this company at all costs. They exceeded the permissible number of shares on their volatility…read moreETN, resulting in a short squeeze that negatively impacted shareholders. The S.E.C.'s intervention revealed the incompetence of the thieves behind this scheme.

Jay is without a doubt one of the most savvy and detail-oriented professionals I've ever had the…read morepleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner!

Jay is great to work with. He is very clear and helps you understand financial lingo. I highly…read morerecommend working with him.

I had the privilege of having Mr Charles Juntikka as my lawyer for my Bankruptcy case and was very…read morepleased and happy at the wonderful representation made on my behalf ,it was a success and Mr Juntikka and Associates were very courteous, kind, on time and professional, I am so happy I had their services,I will recommend them to anyone, they are an asset to the professional, Thanks.

SCAM, SCAM, SCAM!!!!!!I wish I had done my research before hiring this law firm and trusting them…read morewith my hard-earned money. I paid for my bankruptcy back in April 2025, and it's now November 2025, seven months later absolutely nothing has been filed. Charles did absolute nothing with my case. Month after month, I called and emailed asking for updates, and every time I was told someone would "get back to me." No one ever did.. What makes it worse is how convincing Charles was in the beginning. He comes across as kind, patient, and professional during the consultation just to gain your trust. But once they have your money, that's where the professionalism ends. You won't hear from anyone again, and your case will sit untouched. I finally asked for a refund, and still haven't received it. This has been one of the most frustrating and disappointing experiences I've ever had with a business. They took my money, wasted my time, and gave me nothing in return. Update 11/26/2025 I spoke to Charles on 11/10 and he gave me a fedex tracking number and told me I would receive my refund in two days. Two weeks and no refund. I had to go up to his office today, the day before Thanksgiving and DEMAND my refund. He kept blaming the delay on his "accountant". HE IS SCAMMER !!! DO NOT HIRE HIS OFFICE TO DO ANYTHING FOR YOU. I am also reporting him to the BBB and the AGC.

I am renting a larger single family home in Pennsylvania. I have a husband and 3 children and…read morerecently read an article about renters insurance. I called Ethan to ask about renters insurance and he told me that my landlord's insurance does not cover damage to my stuff or legal liability if people are injured at my place. He did explain that renters insurance does cover damage from fire, smoke and regular weather damage. It also offers me 'lawsuit protection' if someone was hurt at my place and sued me. I didn't realize how inexpensive renters insurance was. I didn't know what I didn't know until I spoke to Ethan.

Professional, I do had such a good experience with EK-Insurance, Ethen has respond to my request…read morevery quickly all the time, he did help us to find the best insurance for my business, i definitely will do recommend to every one.