Andy Liang, CFP® - Sylo Planning, LLC

Contact for price

Zip code

Annual income

Service type

Career stage

It’s free, with no obligation to book

Thumbtack Guarantee

If you hire this pro, you’re covered by a money-back guarantee. Learn more

Introduction

Independent Financial Planner specializing in guiding individuals and families toward Financial Independence/Retire Early (FIRE), real estate investors, and Asian Americans. As a firm believer in having "skin in the game," I personally align with all three categories above. With over a decade of experience in Wealth Management, my expertise lies in tax planning, investment management, and risk management.

Overview

Hired 2 times

Serves Brooklyn, NY

Background checked

License verified

1 employee

1 year in business

Business hours

SunClosedMon10:00 am - 3:00 pm

Payment methods

This pro accepts payments via Credit card.

Reviews

Customers rated this pro highly for work quality, value, and professionalism.

Exceptional 5.0

7 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Ian p.

3 weeks ago

·

Hired on Thumbtack

Best person to work with had to idea how to start growing my money and what to do with my inheritance and Andy Handed it for me and I can’t thank him enough I would highly recommend him if he need help

Personal Financial Planning

Yara P.

Sep 2, 2024

I had the pleasure of working with Andy, and I found his approach to financial planning both professional and effective. Rejecting a one-size-fits-all strategy, Andy ensured that every interaction was tailored to my unique needs. I enjoyed our quarterly meetings and his focus on helping me build a meaningful financial future reflected his dedication to delivering high-quality service. Working with Andy was an excellent experience.

Mario D.

Aug 30, 2024

I’ve had the pleasure of working with Andy Liang as my financial advisor, and I couldn’t be more satisfied with the experience. From the start, Andy has demonstrated an exceptional ability to build a great rapport. His approachable and personable nature makes every interaction enjoyable, and it’s clear that he genuinely cares about his clients. Andy’s strength lies in his ability to personalize financial strategies to meet both my present needs and future goals. He took the time to understand my unique financial situation and aspirations, crafting a plan that aligns perfectly with my objectives. This tailored approach has provided me with clarity and confidence about my financial future. I highly recommend him to anyone seeking top-notch financial guidance and a truly supportive advisor.

Darien T.

Jul 28, 2024

Andy was one of the most professional and friendliest financial advisors I’ve ever met. He made me feel comfortable describing my current financial situation and laid out a strategic and calculated financial plan for my retirement. I’ve learned more about tax planning and employer benefits than any other advisor I’ve ever spoken to. He is quite creative when it comes to investment allocations due to his knowledge of current market trends. I felt my financial goals were prioritized and for the value of his opinions, it’s worth the price. He is without a doubt someone I would highly recommend when it comes to saving for retirement.

Vivian C.

Jul 26, 2024

Andy has without a doubt been the most thoughtful and clear communicator with excellent product knowledge - has a way to explain complex concepts into things that are easier to digest. He is incredibly responsive and has helped me make big financial decisions with has impacted my life immensely. Incredibly thorough and makes sure all bases are covered. Thankful for his guidance.

Credentials

License

License Type: Investment Adviser Firm (NY)

License verified on 7/27/2024

License

License Type: Investment Adviser Representative (NY)

License verified on 7/27/2024

Background Check

Andy Liang

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There are two pricing options to choose from. 1. Ongoing Investment Management (Financial Planning included): 0.88% on Assets under management. Ideal for investors with less than $750,000 in assets. 2. Hourly Project Based Planning. $500 initiation fee and $375/hour. Final Pricing to be disclosed prior to the engagement (based on complexity).
What is your typical process for working with a new customer?
1. Complimentary Introductory Meeting (understanding your needs, goals, and concerns regarding your finances). ~30 minutes 2. First Financial Planning meeting - Fact finding and information gathering. Discuss current situation, investment experience, risk appetite and expectations of relationship moving forward. ~60-90 minutes 3. Second Financial Planning meeting - Plan delivery. Delivering the financial plan along with my recommendations and Investment Proposals. ~60 minutes 4. Implementation Meeting - Implementing the plan with changes in investments based on proposal. Set ongoing quarterly meeting. ~30-60 minutes
What education and/or training do you have that relates to your work?
11 years experience working in Wealth Management. Certified Financial Planner Certificant

Andy Liang, CFP® - Sylo Planning, LLC

FAQs

Related cost information

Popular in Brooklyn

You might also like

In other nearby areas