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Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
350 East 76th Street, Manhattan, New York, United States
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About the Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
Kristen S. Han, CPA, CFP at Millennial Estates Financial Group, LLC is a comprehensive financial institution located in New York City. Specializing in accounting, finance, health, and insurance services, Kristen provides individuals and small businesses with expert financial and tax planning, wealth management, and insurance programs.
With a background in finance and years of experience in the accounting sector, Kristen is dedicated to helping clients establish a solid financial foundation and create wealth for their future. Whether you are looking to manage your brokerage accounts, retirement accounts, annuities, or educational accounts, Kristen has you covered with her managed services.
As a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Registered Investment Advisor with various insurance licenses, Kristen offers a holistic approach to financial planning. She is committed to giving back to the community and donates a portion of her profits to charitable causes chosen by her clients.
In light of the pandemic, Kristen has adapted to meeting with clients virtually through secure video calls, making it convenient for clients across America to access her services. Whether you are a small business owner looking for retirement options or an individual seeking financial advice, Kristen S. Han, CPA, CFP is here to help you take control of your money and secure your financial future.
Photos of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
350 E 76th St, New York, NY 10021, United States
Opening hours of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
Monday:
09:30 - 18:00
Tuesday:
09:30 - 18:00
Wednesday:
09:30 - 18:00
Thursday:
09:30 - 18:00
Friday:
09:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews of Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
"Kristen is helpful, diligent, and resourceful in helping clients. Have thoroughly enjoyed working with her for financial planning."
"Kristen is a wonderful advisor. Her work is very thorough and clients are extremely fortunate to have the opportunity to receive her counsel. Being in the industry myself, it is clearly apparent that Kristen is the smartest in the room. Her knowledge paired with her amicable interpersonal skills make her an easy option for anyone looking for a financial advisor, regardless of the level of advice one might require."
"Kristen is helpful, knowledgeable, and very thorough! She is detailed oriented, professional and always available. We couldn’t ask for a better agent. I would highly recommend her to family and friends!"
"Kristen did an awesome job preparing us for the future. She looked at several scenarios to give us peace of mind under different ways the world may head. She is very thorough and detailed. Her explanations were spot on and easy to understand. She went the extra mile which we didn't see from others in her field. You would be short-changed if you don't get her analysis! Just do it!"
"Intelligent and insightful. Kristen cares about her clients and she is always available to them. She's a great listener and she provides realistic options."
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