AskJeanneBrutman.com

"Jeanne helped me identify important issues regarding my 401K Plan. She is a knowledgeable, caring and results-oriented professional."
Joseph McDonnell, Director, Stout Risius Ross, Inc.

"If you find yourself attracted to people who are intelligent, high energy, positive-minded, thoroughly business-like, ethical, and highly knowledgable in their chosen field -- I guarantee you will find Jeanne Brutman a pleasure to work with. I've known Jeanne since about 1994 professionally, and have gotten to know her socially as well. I hope that she's one of those people who will be around the rest of my life. I highly recommend her, both for skills and on-going accomplishments as a financial services consultant, and as someone is who definitely worth knowing as a person."
Margaret Daisley, Professional Editor and Researcher

"As an attorney and former financial adviser, I find it unfortunate that more people do not attend more closely to their financial affairs and future. Information is everything and having personally witnessed in my own family, at a young age, how the lack of information or good advice can be financially devastating, I can highly recommend that everyone seek counseling and advice.

In my family, my step father died a few months after retiring. Due to the lack of advice and information, he chose a one life retirement option. This left my mother with nothing for all the years of work and savings my step father underwent. Had they had the advice of someone like Jeanne Brutman, my mother's retirement would now be comfortable in stead of just getting by. You deserve to protect your self and loved ones by getting advice.

I can highly recommend Jeanne as she is both knowledgeable and attentive."
Greg Thorpe

"Since I am in a Financial Services business, I am very cautious about whom I allow my clientele to interact with. Jeanne Brutman has never let me down. She is dedicated to service, has a passion for her product and always displays professional integrity. When I hear her voice on the phone, I always smile."
Howard Lipset

"I definitely hold Jeanne Brutman in the highest regard as a Financial Planner/Advisor that I have come to appreciate, respect, admire and most importantly trust! Jeanne also makes great cookies - yum! Thank you so much for helping me and my clients!"
Ivan D. Mossop, Jr., MBAtax, EA

"I have had the pleasure of knowing Jeanne now for over 5 years and she is without doubt , the consumate professional ! I have seldom seen a financial advisor who takes to heart the needs and dreams of her clients the way Jeanne does. I would reccomend her to anyone without reservation"
Robert B. Withers, President, Withers & Company, Inc. / Mortgage1

"It has been a joy to with Jeanne. He is professional and dedicated. I do not hesitate to send clients and know that they will be in great hands. She is the gold standard of care."
David Dorfman

"Jeanne Brutman is a rare individual who truly cares about her clients and their financial well-being. I am very careful when it comes to accepting guidance with my finances so I feel extremely fortunate to have found someone as trustworthy and smart as Jeanne. The money you will save by following Jeanne's "systems" will help you to live the life you want. Hiring Jeanne to help me with my personal and small business financial planning has proven to be on of my best decisions to date. The more I follow her advice the more things seem to fall into place and for this I am truly thankful."
Billy Hofacker, Certified Personal Trainer

"I have known Jeanne for about 7 years and am constantly amazed by her. She is an incredible collaborator. She cares about all of her clients, not just as business but as people. She asks all the right questions and always knows just the right connection to make in order to either further your business or to help complete a project (or both). And, she is smart. She figures out what her clients need and then brings the necessary resource(s), and only the necessary resources, to bear. Jeanne's USP is, in fact, Jeanne. She is truly one of a kind."
David Bresler, President and CEO, Network!Network!

"I have known Jeanne Brutman for a number of years and found her to be an extremely knowledgable and creative financial advisor. Her approach is professional and comprehensive. At the same time, she always maintains a cheerful and upbeat disposition, making her a pleasure to work with."
Howard Landa

"Jeanne is a very passionate and diligent financial expert who puts the needs of her clients first. She will analyze your entire portfolio, determine your needs, prioritize those needs, then work to develop a strategy to help meet your goals."
Michael Morga, Accountant, Kleiman & Weinshank, LLP

"I came into our first meeting with a closed mind and not really willing to listen. She changed that within minutes and gave me some of the best ideas that have changed my life! I recommend Jeanne without reservation!"
Matthew Blit

"Jeanne is one of the most meticulous and focused people I have known. She seems to know everything about financial planning, but also remembers things like birthdays and other items of personal importance, year after year. While staying totally professional, Jeanne communicates a level of engagement and commitment that is rare, which also provides me with confidence that she would not forget important items in making recommendations for current and future financial decisions."
David Alexander, President, Opal Computing -- PlanetThoughts.org -- Green-Wave-Email.com

"I've known Jeanne for a number of years both professionally and personally. She is a seasoned professional and one of the most knowledgeable people I know. In addition she is extremely caring. I can say without reservation that being associated with Jeanne as a professional and as a friend is truly an honor."
George Buttacavoli, CEO, The Alternative Board - NYC Midtown

"I have now had the opportunity to work with Jeanne Brutman and I can express only admiration for her work and amazement at her ability to use her outgoing and charming personality to make clients feel comfortable and well taken care of by her. Beyond being intelligent, understanding of the issues presented to her and an ability to create viable solutions for her clients, she does so in a warm, affectionate and caring manner, that makes clients feel that they are part of her family and that she truly wants to take care of their needs. I look forward working with her again in the future (and for those who know, the cookies are awesome!!!)"
Kenneth Haas, Attorney, Kenneth R. Haas

"Jeanne is a holistic thinker who approaches the entire person and business, with the first goal of understanding and assessing client needs and priorities. She proceeds by making insightful, comprehensive and appropriate recommendations for YOUR specific situation. And on top of that, she holds your hand (or kicks your...) to make sure you get it done for yourself too (applications, forms, etc.). In short, she's great."
Chara McGill

"I've seen Jeanne in action, and can say unequivocally that Jeanne's knowledge is encyclopedic. If you're in a tax, insurance, or other business quandary, then Jeanne Brutman is the person to call!"
Jim W., Director of Business, Universal Moving& Storage

"Jeanne is excellent at her job. She is trustworthy and reliable. I have used her for all my personal insurance needs. This includes Life health and disability insurance for my family and business. I feel nobody knows insurance better than Jeanne."
Jack Castaneda

"Jeanne's dedication to and compassion for her clients and her work is exceptional. Her responses are timely, if not immediate and go beyond the call of duty: even with a simple referral, she will follow-up to make sure whomever she referred is, at minimum, meeting your expectations. From unpaid, educational speaking engagements to leadership roles in non-profits, her passion for helping others with her expertise is obvious. Jeanne's dedication is more than just lip-service; she demonstrates it regularly with her actions. Her commitment to knowing as much as possible about every facet of her industry is reflected in her continuing education pursuits - well above and beyond any standard and most of her peers."
Stacy Robin, Owner, The Degania Group, LLC

"Jeanne is one of those rarest of creatures, a financial advisor who cares passionately about her clients. She is tenacious in her research and comprehensive in her understanding of insurance, and has a gift for seeing the whole span of a client's life. Jeanne works well with other professionals--attorneys and accountants--and can play the point for coordinating retirement planning. She works very hard, she knows her stuff cold, and she is sunny and cheerful to talk with."
Gregory DL Morris

"Jeanne Brutman has been instrumental in helping my husband and I create a financial plan to allow for us to care for all of the needs for our growing family. Her incredible knowledge, guidance, ability to listen along with her high energy makes Jeanne great to work with."
Laura Garratt

"Ms Brutman is smart, caring and knowledgeable about finance. I now feel my economic security is secure after listening and enacting Jeanne's recommendations. If I had met Jeanne at 23 years old, I would be retired, drinking Mai Thais in the Bahamas for the rest of my life. As she says, it's never too late to start."
Tim Davis

"You don't realize how much bad financial planning advice and misinformation is going around until you speak with Jeanne Brutman. Everyone has financial vulnerabilities, but not everyone knows exactly what they are or how potentially serious they are. Focusing exclusively on building wealth while ignoring one's vulnerabilities is an incomplete and potentially dangerous strategy. Jeanne helps make her clients aware of their vulnerabilities and set up the necessary defenses that will protect against adversity and simultaneously help to create wealth. Jeanne's approach to financial planning is intelligent, pragmatic and effective. She is not a run-of-the-mill financial planner. Everyone who cares about their own financial future and the future security of their family should speak with Jeanne. One conversation with her could change your life."
Hank Sheller

"Jeanne is a dedicated, detail oriented individual while being able to see the big picture at the same time. I know that whenever I work with Jeanne, my job will be easier."
Stephen Silverberg, Partner, Certilman Balin Adler & Hyman, LLP

"Jeanne's knowledge of all the products and nuances of the insurance and HR benefits world is incredible. After one meeting with Jeanne you will know that you are int he right hands."
Jacqueline Frank, Senior Loan Officer, Guaranteed Home Mortgage Company

"Jeanne is like a breath of fresh air and radiates positive energy all round her. She is warm and welcoming and can get along with anyone from any walk of life. She makes her clients feel respected, special and listened to. Jeanne is one of the few financial advisors who also give back to the community in a big way. As a board member for Savvy Ladies, a non profit dedicated to financial empowerment for women, she donates countless hours helping educate women about finance. I have always found her to be professional and committed. I would recommend her without hesitation."
Stacy Francis, President, Francis Financial, Inc.

"I referred a friend of mine who needed life insurance to Jeanne. My friend was not an easy individual to underwrite but Jeanne knew the ins and outs of her industry and was tenacious and persevered. Jeanne got the job done and did so in a very impressive manner. She is a bright, articulate and dedicated professional who serves her clients impeccably."
Jefferson Crowther, Senior Vice President, Hudson Valley Bank

"I have known Jeanne for the past 3yrs, and have found her to be one of those rare individuals who treats every client and every friend as the most important person in her life. Her commitment to excellence as a Planner is second to none. I consider Jeanne not only a valued colleague, but a friend."
James Caretsky, Account Executive -Disability Income Brokerage, MetLife

"What to say about Jeanne? Sometimes adjectives seem too tame but let's try these on for size: energetic, enthusiastic, passionate, helpful, dedicated, professional, insightful, honest, ethical, playful and persistent. All good, yes? Here's the clincher....along with the terrific financial acumen comes some to-die-for chocolate chip cookies. What else could you possibly want? Talk to Jeanne!"
Adrian Miller, Owner, Adrian Miller Sales Training

"I have known Jeanne Brutman for over seven years. I recruited her into the financial services and I can state that I have never worked with anyone in my forty years in this business that could learn more in as short a time frame than Jeanne. She already has four professional designations and is actively pursuing three others. Her ability to grasp new concepts is absolutely incredible, and I can think of no other that surpasses her in these areas. She is exceptional."
H. Roger Daisley, Vice President, CCG Group

"I have known Jeanne for several years and is a trusted professional. Jean works hard for the benefit of your financial stability and growth. She has a keen outlook on all aspects of the business community. With a wonderful and out going personality, Jean is a team player and very creative. She has city smarts and can be up against a lot of pressure and come through with flying colors all the time... I rate Jeanne A-1..!"
J De Soto, RA

"Jeanne is an advisor who exhibits the highest personal and professional ethics and integrity in her work with her clients. She is client centered, working in partnership with her clients to develop and achieve financial goals and objectives. Her empathy and communication skills are top-notch."
Andrew Ede, Life Wholesaler, MassMutual

"What can you say about Jeanne Brutman and what she does? First of all, what does she do? Go question, I still can not describe it in words but let me try: Jeanne looks at your life as a whole: social, work, private and financial: helps you see where you are, what you have and what you can do to protect and go [I mean grow in every category not just wealth]. Jeanne has helped me review my insurance policies [life, health and disability] re-organizing them to work better; connected me with excellent T&E attorney; introduced me to new business contacts and has just great. Jeanne is high energy."
Keith Kleinick

"Jeanne never ceases to amaze me. She is a brilliant woman and a creative, resourceful financial planner, especially for entrepreneurs. I'm grateful to have her expertise in my world!"
Sonya Weisshappel

"Jeanne is a highly-educated financial services professional who values her clients' time, as well as their goals. Her objective is to help her clients to achieve their financial objectives."
Linda Friedrich, Director of Agency Marketing, MassMutual Financial Group