Brooks Macdonald is an award-winning investment management firm, dedicated to providing an outstanding level of service to professional advisers, private clients, trusts and charities. Learn more about our investment services here!
Brooks Macdonald (brooksmacdonald.com) has 24 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Conyers, Georgia
Excellent
Showing 15 reviews with 5 stars · Clear filters
M W.
I have been with BM for many years, most recently liaising with Leanne Harvey who has offered a very efficient service with sound advice, she has taken time to explain things in detail and as always responds to any query I may have with a timely detailed response.
Response from Brooks MacdonaldFeb 28, 2025
Thank you for your review and for your feedback on Leanne. It's most appreciated.
simon
I have been a client of BM for more years than I can remember and am frankly shocked at the negative reviews. I have had nothing but a great service from them, particularly David Birden who has helped me through the transition to using my pension pot and planning for my retirement. Investment returns have been good given my risk profile, and the advice given has always been appropriate and well thought through.
Response from Brooks MacdonaldFeb 28, 2025
Thank you for your review and for your feedback on David which is great to hear.
RH
My financial advisor at Brooks McDonald is very efficient, friendly and knowledgable and also gives constructive advice. I am very pleased with the service I have received since becoming a client of theirs.
Response from Brooks MacdonaldFeb 28, 2025
Thank you for your review. We are glad you are pleased with our service.
customer
I find the team at Brooks Macdonald extremely knowledgeable and competent. My financial advisor ((Eren Kuzubasoglu) is a man I can trust and I rely on him to help me navigate troubled financial waters. He takes the time to explain various options and offers balanced advice tailored to my individual situation. I trust Eren’s judgment implicitly. I would not hesitate to recommend this company.
Response from Brooks MacdonaldFeb 28, 2025
Thank you for your review and your feedback regarding Eren which is most appreciated.
Jo
Have been advised by Harmy Bains since 2018 and very happy. Harmy understands my individual needs and has always given advice relevant to me. He even reins in my risk appetite! I’m a relative newcomer to BM (about 2 years) and very happy with the team and execution so far.
Response from Brooks MacdonaldFeb 28, 2025
Thanks for taking the time to share your review and your feedback regarding Harmy which is most appreciated.
Taz S.
Recently received sound advice regarding my savings from their Financial Planning Director. Will continue to use and recommend.
Response from Brooks MacdonaldFeb 28, 2025
Thanks for taking the time to share your review. We are happy that you are pleased with our service.
Amandeep R.
Great service from Harmy Bains👍
Response from Brooks MacdonaldFeb 28, 2025
Thanks for taking the time to share your review and your positive feedback regarding Harmy which is most appreciated.