Wealth Habits - White Plains (NY)

5 /5 Daniel Hillman: I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

5 /5 Jay Sueksagan: Gabriel was excellent — he gave me clear, actionable advice that helped me feel much more confident about taking steps toward a healthier, more efficient investment portfolio. I’d highly recommend Wealth Habits to anyone looking for a financial service that not only helps elevate your investment strategy but also empowers you to make informed, confident decisions.

5 /5 Daniel Peskin: I had a fantastic experience with Wealth Habits. Gabe is super knowledgeable and break down complex ideas into simple concepts. I left the meeting with more than I expected in both knowledge and understanding. Highly recommend him if you are looking for financial advice and planning.

5 /5 Sam Abraham: I definitely recommend Gabe to other professionals who are in need of help with making their personal financial decisions and planning for the long term

5 /5 Jose Agote: I had a great experience with Gabriel and I highly recommend him to anyone looking for tax and financial planning.