Brooklyn Fi is a highly recommended financial planning firm known for its holistic approach to investments and taxes. Clients appreciate the team's expertise and responsiveness, making them a valuable partner during significant life and career milestones. The firm is led by competent CPAs and CFAs, who add a personal touch to their services, ensuring that clients feel heard and understood. Many clients highlight the firm's ability to help manage personal and business finances effectively, especially in handling taxes and uneven income. The team works diligently to maximize financial outcomes, ensuring clients do not leave money on the table, all while maintaining a fun and engaging atmosphere. Overall, Brooklyn Fi is recognized for its professionalism, personalized planning, and commitment to helping clients achieve their financial goals.
We are big fans of the BKFI team. Would recommend them to anyone looking for comprehensive investment and tax advisors.
November 2024
Allie-Jane and Jon (firm’s leadership) are competent CPAs/CFAs who bring a refreshing personal touch to their services, and that approach is the standard at the firm. BrooklynFi is a smart choice for a financial partner if you want to feel heard.
November 2024
BKFI has helped me with my personal and business finances every year without fail. I’ve had personal contact with both Shane and AJ as well as their employees, who are all very helpful and quick to respond.
