daniels financial services - Brooklyn (NY)

Mitch F They are the best. Great people that go out of their way to help you.

Keagan Bond Ive only been going there for 1 semester, but already feel right at home. Ps, whenever I walk into the Moore Building, feels like the Overlook Hotel from Stephen Kings The Shining. Just a compliment.

Diego Salazar Theyve been taking care of our finances for years. Wouldnt have any other way.

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!

Nicola Provenzano-Genco Extremely competent. Multiplied the 200k+ that I gave them many times over. Easily available to the client, Deferential to our needs. Never an error made. Relaxed atmosphere and very reassuring. .Family-like

The 18th Traveling Wilbury I find this to be a very professional establishment. Also, everyone who works here has always been nice and understanding to my particular situation in life. Thank you all .