What Our Clients Say
Discover how BankTus has helped New York families and individuals achieve their financial goals through personalized guidance and expert advice.
Success Stories
Working with Sarah and the BankTus team completely transformed our financial situation. We went from living paycheck to paycheck to having a solid emergency fund and a clear retirement plan. Their budgeting strategies specifically designed for NYC living made all the difference.
Brooklyn, NY
Michael's investment advice helped me build a diversified portfolio that weathered the market volatility beautifully. His expertise in tax-efficient investing saved me thousands in taxes while growing my wealth steadily. I couldn't be happier with the results.
Manhattan, NY
Emily's credit counseling services were exactly what I needed. She helped me improve my credit score from 580 to 750 in just 18 months. Now I qualify for the best mortgage rates and finally bought my first home in Queens!
Queens, NY
The retirement planning service exceeded my expectations. David helped me understand my 401(k) options and set up a Roth IRA that will save me thousands in taxes during retirement. The peace of mind is invaluable.
Staten Island, NY
BankTus helped us navigate the complex world of education funding for our twin daughters. Their 529 plan strategy will help us pay for college without sacrificing our retirement goals. Professional and knowledgeable team!
Bronx, NY
As a small business owner, I needed help separating my personal and business finances. The BankTus team provided excellent guidance on tax strategies and helped me set up proper business accounts. My financial life is so much more organized now.
Manhattan, NY
Client Results
Average Credit Score Improvement
+127 Points
Our credit counseling clients see an average improvement of 127 points in their credit scores within 12-18 months of working with our team.
Emergency Fund Success Rate
92%
92% of our personal finance clients successfully build and maintain an emergency fund of 3-6 months of expenses within their first year.
Retirement Savings Increase
+$2,400
On average, our retirement planning clients increase their annual retirement contributions by $2,400 after implementing our strategies.
More Client Stories
The investment portfolio they created for me has consistently outperformed my previous DIY approach. The regular rebalancing and tax-loss harvesting strategies have made a significant difference in my returns.
Manhattan, NY
I was drowning in credit card debt and didn't know where to start. Emily created a debt payoff plan that was actually manageable, and I'm now debt-free for the first time in years. The relief is incredible!
Brooklyn, NY
Their budgeting system is so simple yet effective. We've been able to save for our dream vacation while still meeting all our financial obligations. The NYC-specific tips were particularly helpful.
Queens, NY
Professional Recognition
Certified Financial Planner (CFP)
Our lead advisor Sarah Johnson holds the prestigious CFP designation, representing the highest standard in financial planning education and ethics.
Chartered Financial Analyst (CFA)
Investment strategist Michael Chen is a CFA charterholder, demonstrating expertise in investment analysis and portfolio management.
Enrolled Agent (EA)
Tax advisor David Thompson is an Enrolled Agent, authorized to represent taxpayers before the IRS and providing expert tax planning services.
The comprehensive financial plan they created covers everything from our daily budget to our long-term retirement goals. Having everything coordinated and working together gives us tremendous confidence in our financial future.
Staten Island, NY
I appreciate their transparent fee structure and honest advice. They never try to sell me products I don't need, and their recommendations are always in my best interest. That's the kind of trust you want in a financial advisor.
Manhattan, NY
The education I received about investing and financial planning was invaluable. They don't just manage your money; they teach you how to make better financial decisions on your own. That knowledge is priceless.
Bronx, NY
Ready to Write Your Own Success Story?
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