Brooklyn Fi
Home Our Team Careers Pricing Get Started
Book A Call
What We Do The Value of a Brooklyn FI Relationship Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education
Media Link Blog Podcast Events
HomeOur TeamCareers What We Do What We Do The Value of a Brooklyn FI Relationship Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education PricingGet Started Media Media Link Blog Podcast Events
Brooklyn Fi
Full-Service Financial Planning
Book A Call

The Client Hub

Howdy!

Use this page to book meetings and learn more about Brooklyn FI.

Are you a brand new client? Start with our Get Organized page.

Log In to Financial Planning
 
Visit our Equity education page if you've got stock options
Important dates and deadlines
brooklyn fi headshots - website photos-11.JPG
 

Visit our exclusive video library just for clients
Attend a webinar! We do them twice a month!

How-To’s

How to Pay Estimated Taxes

How to Accomplish a Back Door Roth

How to Rollover a 401(k)

How to Access Your TD Ameritrade Account

How to Pull Your Stock Option Details

How to Get Interest Rate Quotes for Student Loan Refinancing

How to Pull Your Social Security Statement

Important Links

Right Capital

TD Ameritrade

Brooklyn FI Tax

Our Podcast

BKFI on Instagram

For Your Dog

FORM ADV

Every year we update our ADV with the SEC. This disclosure document details the ownership, investment style and lists any conflicts of interest.

Our current ADV can be found here. Our current form CRS can be found here.


Brooklyn Fi, LLC
33 Nassau Avenue, Brooklyn, NY
11222, United States

Company

Our Team
What We Do
Our Values
Careers

Resources

Blog
Podcast
Media

Resources

Investment Management
Stock Options
Pay Taxes
Pricing

Brooklyn Fi, LLC is a New York-based Investment Advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brooklyn Fi in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The publication of any awards, ratings, or accolades received by the firm are not to be viewed by clients, or prospective clients, as a guarantee of future results or experiences with Brooklyn FI, LLC and are not reflective of the exact service experience or results of any one client.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brooklyn Fi, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All testimonials and/or endorsements have been provided by real current and/or former clients. No current or former client was compensated, directly or indirectly, for providing these statements. Brooklyn FI, LLC gained each client's permission to publish their testimonial/endorsement.

Brooklyn Fi, LLC
33 Nassau Avenue,
Brooklyn, NY, 11222,
United States
Hours

Copyright © Brooklyn Fi All rights reserved

Privacy
Accessibility
Form CRS
ADV Part 2