Brooklyn Fi
Brooklyn Fi is a financial services firm based in Brooklyn, NY, specializing in financial planning, tax, and investment services tailored for tech professionals and creatives.
Financial Planning Services for Tech Professionals
Brooklyn Fi specializes in offering comprehensive financial planning services tailored to tech professionals and creatives seeking financial independence. Their services encompass budgeting, tax planning, retirement planning, investment strategy, and more. This personalized approach ensures that clients receive the guidance they need to achieve their specific financial goals.
Investment Management with Strategic Asset Allocation
Brooklyn Fi provides robust investment management services that emphasize Strategic Asset Allocation and globally diversified portfolios. This methodology aims to maximize returns while managing risk, making it ideal for those looking to maintain a balanced and efficient investment portfolio.
Outsourced Accounting Services for SMBs
Brooklyn Fi offers outsourced accounting services tailored to small and medium-sized businesses. Their services include bookkeeping and tax return preparation, allowing businesses to focus on growth while ensuring their financial records are accurate and compliant with current regulations.
Expert Equity Advising and Tax-Efficient Solutions
With experience advising on over $3.9 billion in equity, Brooklyn Fi focuses on providing tax-efficient decision-making strategies for stock options, RSUs, and executive compensation. Their expert advice ensures clients can navigate complex equity scenarios effectively while optimizing their tax outcomes.
Brooklyn Fi Location and Registration
Brooklyn Fi is located at 33 Nassau Avenue, Brooklyn, NY, 11222, United States. The firm is registered as an Investment Advisor with the Securities and Exchange Commission, offering clients the confidence of working with a regulated and credible financial advisory service.