Stash Wealth en New York

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  Juanta Polcmstead

  :: 04 April 2018 02:24:30

  Michael is knowledgeable, resourceful, helpful, and always finds the time to listen. Yes, he listens. If he can't help, he will most likely have a name or two to recommend. If he can help then you are really lucky, because he is an excellent lawyer. What I like the most about Michael is how clean and direct his approach is. Not offensive in any way, just straight to the point. No nonsense. No sugar coating. No wasting time. He always has plenty of good advice and a great way of explaining/simplifying complicated legal issues. He is always willing and proactively looking for ways to help. He gets my highest recommendation. Really...excellent!

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  Michelle Hacunda

  :: 04 March 2018 20:51:09

  The whole Stash Wealth team is amazing! They make each call and email so personalized and easy to understand. I love working with them and could not be happier with planning my financial future. I highly recommend the team for all future H.E.N.R.Ys!

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  Miles Craig

  :: 19 January 2018 16:26:19

  Just a little background on myself to give some perspective. I am 26 and live in Southern California as a Mechanical Engineer. I have no debt, do a fairly good job saving money, and am always looking to improve my financial situation. I had some money saved up, but almost no experience with investing for future goals. One of my main points of emphasis was to develop a structure (Money Tree) with which my financial situation would grow into. If this sounds like you, or even if you are just starting out, Stash Wealth is a great mentor in this journey, specifically their Stash Plan for individuals. First off, Stash Wealth is an incredible company. As good as they are at their job, they are better people. It was a pleasure working with them, and tapping into their extensive knowledge base was extremely eye opening. They were receptive to my questions and intentions with my money, and my overall direction in life. They understand the balance between the real world financial system, and the goals of millennials. This includes where you’re coming from, where you are, and where you want to go. The Stash Team takes you and your ideas very seriously. I never once felt intimidated by them which allowed me to explore financial paths in ways I hadn’t been able to do before. Don’t be afraid to tackle your financial situation, no matter how good or bad it currently is (“currently” being the key word). It will only get better if you address it now, and it will be easier to improve, the sooner you take on this challenge. One thing (that was very refreshing) was that they stressed a plan with balance. Make a solid plan, stick with it, but also enjoy today. Topics discussed range from daily spending habits, to investing, to retirement, from the nitty gritty, to the overall picture and beyond. I would recommend the Stash Team to anyone who takes their financial future seriously. You will be surprised how much you can do today to advance your life for the next 60+ years. It is an investment well worth it. I want to end by saying a tremendous thank you to the Stash Team. Keep up the great work!

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  Alida Brandenburg

  :: 19 December 2017 12:43:36

  I've given so many shoutouts to Stash Wealth to my friends and family, but wanted to also publicly laud my amazing, caring financial advisors at Stash Wealth, who just *get* me (partly because they Facebook stalk me to keep up on what's happening in my life, which I *fully* support). On reviewing with them where I'm at with my goals and how I'm tracking in 2018 – and with them knowing all the recent upheavals in my life, including a recent breakup – I noticed an addition to my previously outlined savings plan for a (hypothetical) 2020 wedding. Instead of just "wedding," it now read: "2020: Wedding/awesome dance party." I started laughing. They explained: "Yeah, we just figured: screw it! Even if she doesn't get married, Alida's just gonna have an epic dance party – like, nothing but '90s hip-hop. And yes, we just invited ourselves." I told them they were, without question, first on the list. Can't sing their praises enough, especially right now with all the unknowns I'm facing with a recent layoff, potential career change... They've reassured me that yes, I have some breathing room to figure out what I want to do next, and that they're with me along the way through all of this to ensure that not only am I staying on track to meet my goals, but more importantly, that my goals are not judged based on what will be the best financial investment, but instead based on what will make me happiest – they'll work around that and take care of the rest. Oof, yeah. I needed that criteria reminder. Happiness is my compass right now, not horse sense. Can't recommend Stash Wealth enough. They've made the process of planning for my financial future (and enjoying spending guilt-free in the present) so much easier, and – dare I say – fun.

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  Pia Silva

  :: 08 June 2017 17:22:28

  Stash Wealth helped me get clarity around my finances and actually realize I could spend more money than I was previously spending while still staying on track with my goals! They are a great resource for everything related to money and I really feel like their team is there to help out no matter what the situation.